Senior Paraplanning Services Position
3 weeks ago
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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Paraplanning Specialist
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