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.