Technical Financial Assistant
Location: Oxfordshire
Contract: Permanent
Rate: £23,000 - £28,000 Per Annum
Start date: Flexible
*Hybrid Working
*
Contact: miraj.hussen@servicecare.org.uk
Job Description
Service Care Solutions is excited to be recruiting on behalf of a respected financial advisory firm, seeking a proactive and technically adept Technical Financial Assistant to join their team.
This role is perfect for someone with strong data management skills, keen analytical abilities, and a commitment to client service excellence.
As an integral team member, you'll support Paraplanners in research, new business implementation, and maintain accurate data records to ensure compliance and streamlined operations.
If you're driven to deliver exceptional support within a professional environment and eager to expand your technical expertise, this opportunity could be an ideal fit for you.
Main responsibilities
Assist in research and analysis to address client needs and objectives, and support the implementation of new business.
Maintain Business Flow: Build and sustain internal relationships to ensure smooth business flow and achieve set targets.
Contribute to efficient administrative processes to enhance business operations.
all activities are conducted in a compliant manner, adhering to both internal and external regulations.
Engage in continuous learning to meet regulatory standards and enhance personal growth.
Candidate Requirements
Familiarity with investment, pension, and insurance products, including WRAP/platform providers.
Proficiency in analyzing, interpreting, and clearly communicating data.
Excellent written and verbal communication, with an ability to convey technical concepts to non-technical audiences.
Empathy and capability to foster relationships with clients, colleagues, and third parties.
Strong working knowledge of Microsoft Word, Excel, Intelligent Office, and Wrap platforms, along with good organizational and time-management skills.
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.
....Read more...
Type: Permanent Location: Oxfordshire, England
Start: ASAP
Salary / Rate: £23000.00 - £28000.00 per annum
Posted: 2024-11-08 09:08:03
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. ....Read more...
Type: Permanent Location: Oxfordshire, England
Start: Flexible
Salary / Rate: £35000.00 - £50000.00 per annum
Posted: 2024-11-08 08:56:42
