Paraplanner
Location: Oxfordshire
Contract: Permanent
Rate: £35,000 - £50,000 Per Annum
Start date: Flexible
*Hybrid Working*
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 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 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.
