Pensions and Investment Specialist
6 days ago
In this dynamic Paraplanner Professional role, you will work closely with our experienced Financial Planners to deliver exceptional client service at Service Care Solutions Ltd in Oxfordshire.
Main Responsibilities:
- Undertake thorough financial analysis and research to inform tailored planning recommendations and ensure seamless implementation.
- Support Financial Planners in client meetings, building strong relationships and providing expert guidance to clients.
- Analyse client data to create detailed cash flow projections and scenarios, utilizing industry-leading financial planning tools.
Essential Qualifications and Skills:
- At least 2 years' experience in a similar financial planning role, preferably within a leading advisory firm.
- Degree or Diploma in Financial Planning (Dip PFS) would be advantageous.
- Proven expertise across financial planning areas, including investment management, pensions, tax, protection, and estate planning.
- Advanced knowledge of cash flow modeling software, such as Voyant, and experience in delivering complex financial planning solutions for high-net-worth clients.
Salary Range: £45,000 - £65,000 per annum, based on your level of experience.
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Pensions and Investments Specialist
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