Financial Planning Specialist
1 day ago
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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