Wealth Management Advisor Position

3 days ago


Oxford, Oxfordshire, United Kingdom Service Care Solutions Full time

The ideal candidate for this position will possess strong analytical skills, excellent communication abilities, and a keen eye for detail. As a key member of our team, you will be responsible for conducting financial research, supporting client meetings, and managing client portfolios to achieve optimal performance.

Main Duties:
  • Conduct thorough financial analysis and research, providing actionable insights to drive business growth.
  • Support Financial Planners in client meetings, enhancing client relationships and delivering exceptional service.
  • Manage client portfolios, ensuring alignment with market expectations and rebalancing as necessary to maintain portfolio health.
  • Utilise advanced financial planning tools to create detailed cash flow projections and scenarios, informing strategic business decisions.
  • Develop and maintain relationships with product providers and external stakeholders, streamlining processes and driving efficiency.


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