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Technical Financial Assistant

Location: Oxfordshire

Contract: Permanent

Rate: £23,000 - £28,000 Per Annum

Start date: Flexible

*Hybrid Working*

Contact: (url removed)

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 (phone number removed) 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