Financial Planning Specialist

4 days ago


Oxford, Oxfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Description:
As a key member of the Artemis Recruitment Consultants Ltd team, this Financial Paraplanner role involves supporting a Financial Planner in providing expert advice and technical guidance to clients. This includes reviewing client objectives for clarity, concision, and achievability, as well as researching and analyzing investment funds and financial products. Additional responsibilities include reviewing asset allocation for investment/pension holdings, completing financial cashflow forecasts, and preparing comprehensive Financial Plans outlining client goals and objectives. The ideal candidate will possess excellent planning and organizational skills, along with broad knowledge of the Financial Services Industry and technical expertise. This is an exciting opportunity for a motivated individual to work effectively with clients and contribute to the success of our team.

Key Responsibilities:
  • Support Financial Planner in formulating client advice and providing technical guidance
  • Review client objectives for clarity, concision, and achievability
  • Research and analyze investment funds and financial products
  • Review asset allocation for investment/pension holdings
  • Complete financial cashflow forecasts
  • Prepare Financial Plans outlining client goals and objectives

Salary: £45,000 - £60,000 per annum, depending on experience.

  • Oxford, Oxfordshire, United Kingdom Service Care Solutions Full time

    Paraplanning Role at Service Care SolutionsWe are delighted to be recruiting on behalf of a well-regarded financial advisory firm, 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-centred approach. As a key member...


  • Oxford, Oxfordshire, United Kingdom Service Care Solutions Full time

    Paraplanner Role in OxfordshireWe are seeking a highly skilled Financial Planning Associate to join our team at Service Care Solutions in Oxfordshire. As a key member of our financial advisory firm, you will conduct comprehensive financial analyses, manage client portfolios, and collaborate with Financial Planners in client meetings.Main...


  • Oxford, Oxfordshire, United Kingdom Michael Page Finance Full time

    Job SummaryThe Management Accountant role at Michael Page Finance is a key position within the Accounting & Finance department, contributing significantly to the financial health and profitability of a growing business in the broadcast/TV facilities industry.About the CompanyOur client is a well-established broadcast/TV equipment hire company, operating on a...


  • Oxford, Oxfordshire, United Kingdom Robertson Bell Full time

    Robertson Bell is seeking a Financial Planning Manager to join their team on a permanent basis. This is an exciting opportunity to work with a dynamic organization during a pivotal time as they implement their new strategic plan and drive financial growth.The ideal candidate will have extensive experience in the production of management accounts and...


  • Oxford, Oxfordshire, United Kingdom GCB Recruitment Full time

    As a Financial Planning Assistant with GCB Recruitment, you will have the opportunity to work with an established, award-winning firm in the Oxford area. The successful candidate will be responsible for conducting analytical tasks, financial-related activities, and preparation of paperwork for financial advisers.The firm prides itself on offering expert and...


  • Oxford, Oxfordshire, United Kingdom FryerMiles Recruitment Full time

    Financial Operations Specialist – Oxford (Hybrid) - £50,000 - £60,000 + benefitsFryerMiles Recruitment is assisting a market leading research organisation with the recruitment of a Financial Operations Specialist. The successful candidate will be responsible for the budgeting, accounting and effective control of all overheads, operating costs and grant...


  • Oxford, Oxfordshire, United Kingdom beBee Professionals Full time £35,000 - £45,000

    We are looking for a Financial and Contractual Specialist to join our team at beBee Professionals in Oxford. As a key member of our construction team, you will be responsible for managing the financial and contractual aspects of our construction projects, ensuring that costs are controlled and budgets are met.Key Responsibilities:Estimate costs for...


  • Oxford, Oxfordshire, United Kingdom Holt Recruitment Full time

    Financial Planning & Analysis ManagerHolt Recruitment is partnering with a global leader in Space sustainability, a dynamic and rapidly growing technology innovator who is making significant contributions to tackle the growing problem of orbital space debris.This is a business-wide role which requires a focus on managing existing processes and adopting new...


  • Oxford, Oxfordshire, United Kingdom beBee Professionals Full time £35,000 - £45,000

    beBee Professionals, based in Oxford, is looking for a skilled Financial and Contractual Specialist to manage the financial and contractual aspects of our construction projects. In this role, you will ensure that costs are controlled, and budgets are met.Key Responsibilities:Estimate costs for construction projects and prepare detailed quantity...


  • Oxford, Oxfordshire, United Kingdom Addicus Full time

    Are you a detail-oriented and analytical professional with a passion for tax and financial planning? Do you have a knack for identifying opportunities and driving big-picture change? If so, Addicus is looking for a Senior Tax and Financial Planning Analyst to join our team.Job SummaryThe Senior Financial Analyst will be responsible for analyzing tax...


  • Oxford, Oxfordshire, United Kingdom Focus Resourcing Group Full time

    About the RoleWe are seeking a highly skilled Specialist Financial Advisor to support our advisory projects across all Service Lines. As a key member of our team, you will be working closely with businesses to develop and implement effective financial strategies. This is an exciting opportunity for a passionate and talented professional to join our team at...


  • Oxford, Oxfordshire, United Kingdom KAP Recruitment Ltd Full time

    About the Role: We are seeking a highly skilled Urban Planning Specialist to join our team at KAP Recruitment Ltd. As a key member of our team, you will be responsible for overseeing and managing a variety of urban and regional planning projects from inception to completion.Key Responsibilities:Conduct thorough research and analysis on land use, zoning,...


  • Oxford, Oxfordshire, United Kingdom University of Oxford Full time

    About the role:As a Financial Planning Manager at the University of Oxford's Department for Continuing Education, you will play a key part in our finance team, supporting the Finance Manager in providing critical financial support to the Department and its sub-units. This varied and dynamic role involves producing financial reports, budgeting, forecasting,...


  • Oxford, Oxfordshire, United Kingdom Blue Arrow Full time

    About the RoleWe are seeking a highly skilled Financial Management Specialist to join our prestigious Education site in Oxford. This is a permanent position, with the possibility of temporary to permanent conversion.Key ResponsibilitiesManage financial processes including accounts payable and receivable.Maintain accurate financial records, ledgers, and...


  • Oxford, Oxfordshire, United Kingdom Penguin Recruitment Full time

    We are seeking a highly skilled Town Planning Specialist to join a dynamic consultancy in Oxfordshire. As a key member of the team, you will be responsible for managing competing demands, prioritizing tasks, and meeting client expectations.About the Role:This is an excellent opportunity for an ambitious individual to work on a varied caseload of developments...


  • Oxford, Oxfordshire, United Kingdom Business & Human Rights Resource Centre Full time

    Empower survivors of domestic abuse and drive sustainable growth with your financial expertise. As the Treasurer, you will play a crucial role in maintaining the financial integrity of Reducing the Risk. This involves overseeing the charity's financial affairs, ensuring financial viability, and maintaining proper financial records and procedures. You will...


  • Oxford, Oxfordshire, United Kingdom Pro Talent Full time

    We're seeking a Financial Services Specialist to partner with our clients in Abingdon, Oxfordshire. As an Accounts Manager, you'll work with experienced colleagues to support SMEs with tasks such as preparing month-end management accounts, VAT returns, FCA returns, year-end financial statements, P11Ds, and PSAs.This role is ideal for someone with experience...


  • Oxford, Oxfordshire, United Kingdom Taxjustice Full time

    Job SummaryWe are seeking a highly skilled Financial Operations Specialist to join our team at Tax Justice Network. The successful candidate will be responsible for building, managing, and running key systems and processes covering a range of organisational capabilities, with a focus on grants management, finance, and operations.Key ResponsibilitiesWork with...


  • Oxford, Oxfordshire, United Kingdom Industry Placements Full time

    Business Reporting & AnalyticsWe are seeking a skilled Financial Analysis Specialist to join our team at BMW UK, Farnborough. In this role, you will be responsible for providing accurate and timely financial reporting to support business decisions.The successful candidate will have a strong analytical background, with experience in data analysis, reporting,...


  • Oxford, Oxfordshire, United Kingdom Oxford University Press Full time

    About the RoleOxford University Press, a leading academic publisher, is seeking a skilled FP&A Analyst to join our Group Finance division on a 6-month fixed-term contract. As a key member of our FP&A team, you will perform various financial analysis and planning activities to support the Finance Business Partners and Divisional Financial Directors.Key...