Wealth Management Professional

3 days ago


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

We are looking for an experienced Wealth Management Professional to support our Financial Planners in delivering exceptional client service.

The successful candidate will have a strong background in financial planning, preferably with a Dip PFS qualification, and excellent analytical skills.

Your primary responsibilities will include conducting detailed cash flow projections, coordinating with product providers, and communicating effectively with stakeholders.

In return, you can expect a competitive salary of approximately £42,000 per annum, depending on your level of experience.

This is a fantastic opportunity to develop your skills and expertise in wealth management and take your career to the next level.



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