Senior Paraplanner

Avenue Recruitment Group LTD

Posted 21 hours ago, valid for a month

High Wycombe, Buckinghamshire HP14 3FE, England

£55,000 per annum

Full Time

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Sonic Summary

A well-established financial planning practice is seeking to recruit a new member for their technical team.
The ideal candidate should be chartered or close to achieving the chartered milestone, with at least 5 years of current experience in providing technical support to financial planners.
The salary for this position is up to £55,000, along with benefits and bonuses.
The role offers a hybrid working model with 2 remote days per week and flexible working hours.
Duties include analyzing client data, preparing documentation, and ensuring compliance with procedures.

A well established and highly successful financial planning practice are looking to recruit into their technical team.

They need an individual that is chartered or close to achieving the chartered milestone. At least 5 years experience (current) of offering technical support to busy financial planners.

Salary to £55,000.00 plus benefits and bonuses

Hybrid- 2 remote based days per weeks

Flexi time/ core hour working.

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.
Consolidation of 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.
Preparation of existing client files ready for reviews.
Ensuring all client files are compliant on an ongoing basis
All business related administrative duties

Please apply for further details

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