Wealth Management Professional
3 days ago
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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Wealth Management Professional
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Wealth Management Support Professional
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