Investment Portfolio Manager

14 hours ago


Oxford, Oxfordshire, United Kingdom Service Care Solutions Full time
Investment Portfolio Manager Job Description

We are recruiting an Investment Portfolio Manager to join our team in Oxfordshire. The ideal candidate will have a strong background in financial planning, excellent analytical skills, and a client-centred approach.

Main Duties
  • Develop and implement comprehensive financial plans, leveraging expertise in investment management, pensions, tax, protection, and estate planning.
  • Collaborate with Financial Planners in client meetings, providing exceptional client service and support.
  • Review and manage client portfolios, ensuring optimal performance and alignment with client goals.

Essential Qualifications:

  • Minimum of 2 years' experience in a similar financial planning role.
  • Diploma in Financial Planning (Dip PFS) is highly preferred.
  • Strong knowledge of cash flow modelling and proficiency in tools like Voyant.

Salary Estimate: £45,000 - £65,000 per annum.



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