Financial Planning Specialist

1 day ago


Oxford, Oxfordshire, United Kingdom Service Care Solutions Full time
Job Overview

We are seeking a skilled 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.
  • Review and manage client portfolios, ensuring alignment with benchmarks and rebalancing as needed.
  • Collaborate in client meetings alongside Financial Planners, fostering client relationships and serving as the primary contact for any queries.

Key Skills:

  • 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.

Estimated Salary Range: £35,000 - £50,000 per annum.



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