Financial Planning Specialist

15 hours ago


Oxford, Oxfordshire, United Kingdom Service Care Solutions Full time
Job Summary:

We are seeking a detail-oriented Financial Planning Specialist to join our team in Oxfordshire. This role involves conducting comprehensive financial research, supporting Financial Planners in client meetings, and managing client portfolios.

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.
Salary and Benefits:

The estimated salary for this position is £40,000 per annum, reflecting the company's commitment to offering competitive compensation packages. As a valued member of our team, you will also enjoy a range of benefits that support your professional growth and well-being.



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