Financial Planner Assistant

4 hours ago


Bristol, Bristol, United Kingdom Service Care Solutions Full time
Job Description

Service Care Solutions is delighted to be recruiting on behalf of a well-regarded financial advisory firm in the UK, seeking a dedicated and detail-oriented Paraplanner to join their team. This role is ideal for a candidate with a strong background in financial planning, excellent analytical skills, and a client-centered approach.

The successful candidate will conduct comprehensive financial research, support Financial Planners in client meetings, and manage client portfolios to ensure optimal performance. They will also analyze client data to create detailed cash flow projections and scenarios using advanced financial planning tools.

Main Responsibilities:

  • Conduct comprehensive financial analysis and research to develop personalized planning strategies and oversee their successful execution.
  • Manage and review client portfolios, ensuring alignment with set benchmarks, timely rebalancing, and ongoing portfolio optimization.
  • Support Financial Planners in client meetings, building strong client relationships and acting as the primary point of contact for inquiries.
  • Analyze client data to create detailed cash flow projections and scenarios using advanced financial planning tools.

Candidate Requirements:

  • At least 3 years of experience in a similar financial planning role.
  • Diploma in Financial Planning (Dip PFS) is highly desirable.
  • Comprehensive knowledge of financial planning areas, including investment management, pensions, tax, protection, and estate planning.
  • Strong relationship-building skills, with a client-centric approach and exceptional attention to detail.
  • Proficient in cash flow modeling and experienced in managing complex financial plans for high-net-worth clients.

This role offers a competitive salary of £43,750 - £58,125 per annum, depending on experience. If you are interested in this opportunity, please contact us at Service Care Solutions.



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