Wealth Management Associate
4 weeks ago
We are seeking a skilled Paraplanner to join our team at a respected financial advisory firm in Oxfordshire. As a dedicated member of our team, you will conduct comprehensive financial research and support Financial Planners in client meetings.
Your key responsibilities will include:
- Developing and implementing tailored financial planning recommendations based on thorough research and analysis.
- Managing client portfolios to ensure alignment with benchmarks and maintaining optimal performance over time.
- Fostering strong relationships with clients and serving as their primary point of contact for any queries or concerns.
- Using financial planning tools to assess client information and produce detailed cash flow projections and scenarios.
- Collaborating with product providers and external stakeholders to ensure seamless communication and process execution.
Key Skills and Qualifications
- A minimum of 2 years' experience in a similar financial planning role is required.
- A Diploma in Financial Planning (Dip PFS) is highly preferred.
- Strong knowledge across financial planning areas: investment management, pensions, tax, protection, and estate planning.
- Exceptional relationship building skills and attention to detail are essential.
- Proficiency in cash flow modelling, preferably with Voyant, and experience in handling complex financial planning for high-net-worth clients are key requirements.
Benefits
- A competitive salary range of £35,000 - £50,000 per annum.
- Opportunities for professional growth and development within a dynamic team.
- A hybrid working arrangement offering flexibility in work arrangements.
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