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Paraplanner
Location: Oxfordshire
Contract: Permanent
Rate: £35,000 - £50,000 Per Annum
Start date: Flexible
*Hybrid Working*
Contact:
Job Description
Service Care Solutions is delighted to be recruiting on behalf of a well-regarded financial advisory firm in Oxfordshire, seeking a dedicated and detail-oriented Paraplanner to join their team. This role is ideal for a candidate with a strong background in financial planning, excellent analytical skills, and a client-centered approach. As a key member of the team, you'll conduct comprehensive financial research, support Financial Planners in client meetings, and manage client portfolios to ensure optimal performance. If you have a passion for delivering exceptional client service and a solid understanding of the financial planning landscape, this could be the perfect opportunity for you.
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.
Candidate Requirements
- 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.
- Proficient in cash flow modeling, preferably with Voyant, and experienced in handling complex financial planning for high-net-worth clients.
If you are interested in the role, or know of anyone who may be, please contact Miraj at Service Care Solutions on or email
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.
