Chartered Financial Planning Professional

15 hours ago


High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full time
A dynamic and forward-thinking financial planning practice is seeking a skilled paraplanning professional to join their technical team. As a Chartered Financial Planning Professional, you will play a key role in supporting financial planners to deliver exceptional client experiences. With a strong focus on technical excellence, this role requires at least 5 years' experience in offering technical support to busy financial planners. Your chartered status will be highly valued, along with your ability to communicate complex financial concepts clearly to clients.

Responsibilities:
  • Delivering high-quality technical support to financial planners
  • Maintaining and developing expertise in financial planning software and systems
  • Contributing to the development of the financial planning team's skills and knowledge

What We Offer:
This exciting opportunity comes with a competitive salary of around £55,000.00 per year, plus benefits and bonuses. You will also enjoy a flexible working arrangement, including 2 remote-based days per week, as well as flexible time and compressed hours. Join our team and take advantage of these benefits while making a meaningful contribution to the success of our clients.

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