Paraplanner
Location: Oxfordshire
Contract: Permanent
Rate: £35,000 - £50,000 Per Annum
Start date: Flexible
Contact: miraj.hussen@servicecare.org.uk
Job Description
Service Care Solutions is delighted to be recruiting on behalf of a well-regarded financial advisory firm near 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
* Perform comprehensive financial analysis and research to develop personalised planning strategies and oversee their successful execution.
* Manage and review client portfolios, ensuring alignment with set benchmarks, timely rebalancing, and ongoing portfolio optimisation.
* Participate in client meetings alongside Financial Planners, building strong client relationships and acting as the primary point of contact for inquiries.
* Analyse client data to create detailed cash flow projections and scenarios using advanced financial planning tools.
* Liaise with product providers and external stakeholders to ensure effective communication and seamless process management.
Candidate Requirements
* At least 2 years of experience in a similar financial planning role.
* Comprehensive knowledge of financial planning areas, including investment management, pensions, tax, protection, and estate planning.
* Strong relationship-building skills, with a client-centric approach and exceptional attention to detail.
* Proficient in cash flow modeling and experienced in managing complex financial plans 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 01772 208969 or email miraj.hussen@servicecare.org.uk
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. #J-18808-Ljbffr