Financial Planning Expert

4 days ago


London, Greater London, United Kingdom Service Care Solutions Ltd Full time

We are seeking a skilled Financial Planning Expert to join our team at Service Care Solutions Ltd in Oxfordshire. This is an exciting opportunity for a dedicated and detail-oriented individual with strong financial planning background, excellent analytical skills, and client-centered approach.

Key Responsibilities:

  • Conduct comprehensive financial analysis and research to develop tailored planning recommendations and oversee their implementation.
  • Collaborate with Financial Planners in client meetings, fostering strong relationships and serving as the primary point of contact for any queries.
  • Assess client information to produce detailed cash flow projections and scenarios using advanced financial planning tools.

Requirements:

  • Minimum 2 years' experience in a similar financial planning role, preferably in a prestigious advisory firm.
  • Diploma in Financial Planning (Dip PFS) is highly desirable.
  • Expertise across financial planning areas: investment management, pensions, tax, protection, and estate planning.
  • Proficient in cash flow modeling, preferably with Voyant, and experienced in handling complex financial planning for high-net-worth clients.

Estimated Salary: £40,000 - £60,000 per annum, depending on experience.



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