Wealth Management Professional

3 days ago


Oxford, Oxfordshire, United Kingdom Service Care Solutions Full time
About the Role

We are looking for a Wealth Management Professional to join our team in Oxfordshire. The successful candidate will conduct financial research, support Financial Planners in client meetings, and manage client portfolios.

Key Responsibilities
  • Conduct thorough financial analysis and develop tailored planning recommendations.
  • Manage client portfolios, ensuring they align with benchmarks and remain optimal over time.
  • Support Financial Planners in client meetings, fostering strong client relationships.

Requirements:

  • Minimum of 2 years' experience in a similar financial planning role.
  • Diploma in Financial Planning (Dip PFS) is highly preferred.
  • Excellent analytical skills and a strong understanding of financial planning concepts.

Salary Estimate: £42,500 - £62,000 per annum.



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