Paraplanning Expert

2 days ago

Oxford, Oxfordshire, United Kingdom Service Care Solutions Full time

At Service Care Solutions, we are committed to delivering high-quality financial planning services to our clients.

We are seeking a talented Paraplanning Expert to join our team, who can work closely with Financial Planners to provide tailored solutions for clients.

The ideal candidate will have a solid understanding of financial planning concepts, including investment management, pensions, tax, and estate planning.

Your key responsibilities will include conducting financial research, analyzing data, and communicating complex information to clients and stakeholders.

The salary for this role is estimated to be around £40,000 per annum, based on the location and industry standards.

  • Paraplanning Expert

    1 day ago

    Oxford, Oxfordshire, United Kingdom The Burford Recruitment Company Ltd Full time

    We are seeking an exceptional Financial Planning Professional to join our team at The Burford Recruitment Company Ltd. As a key member of our financial planning firm, you will play a pivotal role in shaping the future of our organization and contributing to the delivery of high-quality financial planning advice to our valued clients.Salary: £40,000 -...

  • Financial Planning Associate

    2 days ago

    Oxford, Oxfordshire, United Kingdom Service Care Solutions Full time

    We are seeking a skilled Paraplanning Expert to join our team at Service Care Solutions.As a Paraplanning Expert, you will play a crucial role in supporting Financial Planners in providing high-quality financial planning services to clients.The ideal candidate will have a minimum of 2 years' experience in a similar financial planning role and hold a Diploma...