Financial Planning Specialist
17 hours ago
We are delighted to be recruiting on behalf of a well-regarded financial advisory firm in Oxfordshire, seeking a dedicated and detail-oriented Financial Planning Specialist to join their team. This role is ideal for a candidate with a strong background in financial planning, excellent analytical skills, and a client-centred approach.
Main Responsibilities:
- Conduct in-depth financial analysis and research, developing tailored planning recommendations and overseeing their implementation.
- Review and manage client portfolios, ensuring alignment with benchmarks, rebalancing as needed, and maintaining portfolio health over time.
- Collaborate in client meetings alongside Financial Planners, fostering client relationships and serving as the primary contact for any queries.
- Assess client information to produce detailed cash flow projections and scenarios using financial planning tools.
- Coordinate with product providers and external stakeholders to ensure effective communication and smooth process execution.
Candidate Requirements:
- Minimum of 2 years' experience in a similar financial planning role.
- Diploma in Financial Planning (Dip PFS) is highly preferred.
- Strong knowledge across financial planning areas: investment management, pensions, tax, protection, and estate planning.
- Skilled relationship builder with a client-focused approach and excellent attention to detail.
- Proficient in cash flow modelling, preferably with Voyant, and experienced in handling complex financial planning for high-net-worth clients.
About the Role: We offer a competitive salary of £42,750 per annum, taking into account the location and industry standards.
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