Senior Paraplanning Services Position

3 weeks ago


High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full time
Technical Support Specialist Job Description

Join our dynamic team at Avenue Recruitment Group LTD as a Technical Support Specialist, supporting experienced financial planners to deliver high-quality services to clients.

Key Tasks:

  • Support senior advisers in client meetings by providing technical expertise and analysis
  • Develop and implement effective solutions to meet client needs and objectives
  • Prepare comprehensive reports and documentation, including suitability letters and client-specific illustrations
  • Ensure compliance with regulatory requirements and maintain accurate records of research undertaken
  • Collaborate with colleagues to achieve team goals and objectives

You will be rewarded with a competitive salary of £55,000.00, plus benefits and bonuses, and enjoy a hybrid working arrangement with two remote-based days per week.



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