Technical Support Professional

5 days ago


High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full time £55,000

A high-performing financial planning practice is looking for a seasoned Technical Support Professional to join their technical team. The ideal candidate will have at least 5 years of experience in providing technical support to financial planners and be chartered or close to achieving the chartered milestone.

This role comes with a salary of £55,000.00 plus benefits and bonuses, as well as a hybrid schedule with 2 remote-based days per week and flexible working hours.

The key responsibilities of this position include:

  • Receiving instructions from advisers during debriefings following client meetings.
  • Interpreting data obtained by advisers during client meetings.
  • Analysing data and using research tools to provide solutions meeting client needs and objectives.
  • Providing records to support research undertaken.
  • Consolidating client needs and objectives, recommendations, and course of action in a written format via a suitability letter, client-specific illustration, and key features document.
  • Carrying out tasks in a manner consistent with compliance procedures.
  • Preparing existing client files for reviews.
  • Ensuring all client files are compliant on an ongoing basis.


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