Technical Support Specialist

20 hours ago


High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group Full time

A 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 Role
  • This is an excellent chance for a Chartered or soon-to-be Chartered individual to showcase their skills in providing technical support to busy financial planners.
  • The ideal candidate will have at least 5 years of experience in offering technical assistance, with a strong understanding of research tools and analysis.

Duties:

  • Receiving instructions during debriefings from advisers following client meetings.
  • Interpreting data obtained by advisers during client meetings.
  • Analysing data and using research tools to provide solutions to meet 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 all tasks in a manner consistent with compliance procedures.
  • Preparing existing client files ready for reviews.
  • Ensuring all client files are compliant on an ongoing basis.
  • Completing all business-related administrative duties.
Benefits

Avenue Recruitment Group offers a competitive salary package, including benefits and bonuses. The hybrid working arrangement allows for 2 remote-based days per week, along with flexi-time/core hour working.



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