Financial Planning Expert
4 days ago
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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Financial Planning Consultant
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Financial Planner Opportunity
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Financial Planning Strategist
2 days ago
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3 weeks ago
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Financial Planning Expert
1 month ago
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Financial Planning Expert for Complex Cases
1 week ago
London, Greater London, United Kingdom Financial Divisions Full timeAbout UsWe are a successful premier London based Financial Planning business, dedicated to providing exceptional advice and guidance to our clients.
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Financial Planning Expert
6 days ago
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Financial Planning Expert
5 days ago
London, Greater London, United Kingdom TEKsystems Full timeJob OverviewWe are seeking an experienced Financial Planning Expert to join our team at TEKsystems. This role is ideal for individuals with strong financial planning abilities and experience in regulatory projects.About the RoleThe successful candidate will provide support to the project management office (PMO) in financial planning and budgeting, ensuring...
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Financial Planning Expert
5 days ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a highly skilled Financial Planning Expert to join their team.Job ResponsibilitiesThe primary responsibility of this role is to provide financial planning services to clients in accordance with company propositions.The ideal candidate will have excellent communication skills and be able to build strong...
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Senior Financial Planning Expert
2 weeks ago
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