Financial Planning Technical Support Specialist
2 days ago
We are seeking a highly skilled Technical Support Specialist to join our team of financial planners.
This is an exciting opportunity for a technical professional with at least 5 years of experience in providing support to busy financial planners.
The successful candidate will be responsible for interpreting data obtained by advisers during client meetings, analysing data and utilising research tools to provide solutions that meet client needs and objectives.
Key responsibilities include consolidating client needs and objectives, recommendations, and courses of action in written formats, including suitability letters and key features documents.
A competitive salary of £**50,000** per annum, plus benefits and bonuses is on offer. The role offers a hybrid working arrangement, with **2 remote days per week**, and flexi-time/core hour working.
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Financial Planning Technical Specialist
2 days ago
High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full time £55,000A prestigious financial planning practice is seeking a skilled Financial Planning Technical Specialist to join their technical team. The ideal candidate will have at least 5 years of experience in providing technical support to busy financial planners, with a strong background in chartered or close-to-achieving the chartered milestone.Key responsibilities...
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High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full timeJob OverviewA well-established financial planning practice is seeking a skilled technical support specialist to join their team. The ideal candidate will be chartered or close to achieving this milestone and possess at least 5 years of experience in providing technical support to financial planners.Key Responsibilities:Receiving instructions from advisers...
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Technical Support Specialist
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High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeJob DescriptionThis Technical Support Specialist role will be responsible for providing technical support to our financial planning team, including fund and product research, writing suitability reports, and overseeing the implementation of investments. The ideal candidate will have a strong background in Paraplanning, with a minimum of 3 years' experience...
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Financial Planning Specialist
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High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full time £55,000At Avenue Recruitment Group LTD, we are looking for a Financial Planning Specialist to join our technical team.A salary of £55,000.00 is available for the right candidate, plus benefits and bonuses.Key Responsibilities:Receiving instructions from advisers following client meetings.Interpreting data obtained by advisers during client meetings.Analysing data...
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Senior Financial Planning Specialist
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High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full time £55,000A leading financial planning practice, Avenue Recruitment Group LTD, is seeking an experienced Senior Financial Planning Specialist to join their technical team. The ideal candidate will be chartered or close to achieving the chartered milestone and possess at least 5 years of experience in offering technical support to busy financial planners.The successful...
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Technical Support Specialist
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High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full timeAvenue Recruitment Group LTD is seeking a skilled technical specialist to provide expert support to advisors in a reputable financial planning practice.As a Senior Paraplanner, you will participate in debriefings with advisors, analyze data collected during client meetings, and develop effective solutions using research tools.You will produce comprehensive...
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Technical Support Specialist
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High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full time £55,000A reputable financial planning practice is seeking a skilled Technical Support Professional for Financial Planners to join their technical team.The ideal candidate will have at least 5 years of experience in providing technical support to busy financial planners, with a strong background in chartered or close-to-achieving the chartered...
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Financial Planning Specialist
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High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a financial planning firm in Stokenchurch who require a skilled Paraplanner due to company growth.The successful candidate will have a minimum of 3 years of experience in Paraplanning and be working towards or at Diploma Level 4 Qualified.Key responsibilities include provision of high-quality technical support, writing...
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Financial Planning Specialist
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High Wycombe, Buckinghamshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time £35,000 - £55,000About the RoleTEMPLEGATE RECRUITMENT LIMITED seeks an experienced Paraplanner to join their team in Stokenchurch. This role is ideal for someone with a minimum of 3 years in Paraplanning who is either Level 4 Diploma qualified or actively working towards it.The successful candidate will be committed to delivering exceptional independent financial advice,...
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Chartered Financial Planning Professional
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Financial Planning Consultant
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High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full timeAvenue Recruitment Group LTD is seeking a skilled Financial Planning Expert to join their technical team. The ideal candidate will be chartered or nearing the chartered milestone and possess at least 5 years of experience in providing technical support to financial planners. This role offers a competitive salary of £55,000 plus benefits and bonuses....
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Senior Financial Support Specialist
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High Wycombe, Buckinghamshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeJob Title:Senior Financial Support SpecialistAbout Us:Templegate Recruitment Limited is a leading financial services specialist recruitment agency, dedicated to providing high-quality candidates for top-tier companies.Job Description:We are currently seeking a highly skilled and experienced Senior Paraplanner/Senior Financial Support Specialist to join our...
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High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group Full timeA well-established and highly successful financial planning practice, Avenue Recruitment Group, is seeking a skilled Senior Paraplanner to join their technical team. This exciting opportunity offers a salary of £55,000.00 per annum, plus benefits and bonuses.About the RoleThis is an excellent chance for a Chartered or soon-to-be Chartered individual to...
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Senior Financial Support Specialist
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High Wycombe, Buckinghamshire, United Kingdom Austin Fraser Full timeJob OverviewAustin Fraser seeks a highly skilled Financial Support Specialist to join our team. This role involves providing technical support and maintaining high-quality written work in the financial services industry.In this position, you will have the opportunity to work closely with the IFA Team, supporting them in their daily tasks. You will be...