Financial Planning Specialist
1 month ago
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.
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Financial Planning Specialist
2 weeks ago
Oxford, Oxfordshire, United Kingdom Service Care Solutions Full timeJob Title: Financial Planning SpecialistWe are delighted to be recruiting on behalf of a well-regarded financial advisory firm in Oxfordshire, seeking a dedicated and detail-oriented Financial Planning Specialist to join their team. This role is ideal for a candidate with a strong background in financial planning, excellent analytical skills, and a...
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Financial Planning Specialist
2 weeks ago
Oxford, Oxfordshire, United Kingdom Service Care Solutions Full timeJob OverviewWe are seeking a skilled Financial Planning Specialist to join our team in Oxfordshire. This role involves conducting comprehensive financial research, supporting Financial Planners in client meetings, and managing client portfolios.Main ResponsibilitiesConduct in-depth financial analysis and research, developing tailored planning...
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Financial Planning Specialist
2 weeks ago
Oxford, Oxfordshire, United Kingdom Service Care Solutions Full timeWe are seeking a dedicated and detail-oriented Financial Planning Specialist to join our team in Oxfordshire. The successful candidate will conduct comprehensive financial research, support Financial Planners in client meetings, and manage client portfolios to ensure optimal performance.Main Responsibilities:Conduct in-depth financial analysis and research,...
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Financial Planning Specialist
2 weeks ago
Oxford, Oxfordshire, United Kingdom Service Care Solutions Full timeJob Summary:We are seeking a detail-oriented Financial Planning Specialist to join our team in Oxfordshire. This role involves conducting comprehensive financial research, supporting Financial Planners in client meetings, and managing client portfolios.Main Responsibilities:Conduct in-depth financial analysis and research, developing tailored planning...
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Financial Planning Specialist
2 weeks ago
Oxford, Oxfordshire, United Kingdom Service Care Solutions Full timeJob Title: Financial Planning SpecialistWe are seeking a skilled Financial Planning Specialist to join our team at Service Care Solutions. As a key member of our Corporate Department, you will be responsible for delivering high-quality financial planning services to clients.Location: OxfordshireContract: PermanentRate: £35,000 - £45,000 per annumMain...
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Financial Planning Specialist
2 weeks ago
Oxford, Oxfordshire, United Kingdom Service Care Solutions Full timeJob Overview">We are seeking a highly skilled and detail-oriented Paraplanner to join our team at Service Care Solutions. As a key member of the team, you will be responsible for conducting comprehensive financial research, supporting Financial Planners in client meetings, and managing client portfolios to ensure optimal performance.">Main...
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Financial Planning Specialist
1 week ago
Oxford, Oxfordshire, United Kingdom Service Care Solutions Full timeCompany OverviewService Care Solutions is a well-regarded financial advisory firm based in Oxfordshire, seeking an experienced Paraplanner to join their team.The ideal candidate will have a strong background in financial planning, excellent analytical skills, and a client-centred approach.
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Financial Planning Specialist
3 days ago
Oxford, Oxfordshire, United Kingdom Be-IT Ltd Full timeJob Description:Be-IT Ltd is seeking a highly skilled Finance Business Partner to join our team. This role requires strong analytical and communication skills, as well as the ability to work closely with senior leadership.Key Responsibilities:Partner with senior management to develop budgets, monitor performance, and recommend corrective actions.Provide...
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Financial Planning Specialist
2 weeks ago
Oxford, Oxfordshire, United Kingdom Gregory Martin International Limited Full timeAbout the RoleWe are looking for a highly skilled Accounts Senior to join our team in Oxford. As a Senior Financial Accountant, you will be responsible for delivering high-quality financial services to our clients, building strong relationships with stakeholders, and developing your technical and commercial knowledge.Key Responsibilities- Deliver...
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Financial Planning Associate
2 weeks ago
Oxford, Oxfordshire, United Kingdom Service Care Solutions Full timeWe are seeking a skilled Paraplanning Expert to join our team at Service Care Solutions.As a Paraplanning Expert, you will play a crucial role in supporting Financial Planners in providing high-quality financial planning services to clients.The ideal candidate will have a minimum of 2 years' experience in a similar financial planning role and hold a Diploma...
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Financial Planning Professional
2 weeks ago
Oxford, Oxfordshire, United Kingdom Service Care Solutions Full timeJob Title:We are seeking a highly skilled Financial Planning Professional to join our team at Service Care Solutions. This role will provide an excellent opportunity for someone to utilise their expertise in financial planning and support clients in achieving their long-term goals.The successful candidate will be responsible for conducting comprehensive...
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Chief Financial Specialist
2 weeks ago
Oxford, Oxfordshire, United Kingdom Be-IT Ltd Full timeWe are seeking a highly experienced Chief Financial Specialist to join our team at Be-IT Ltd.The successful candidate will be responsible for providing financial guidance and support to the accounting and finance department, overseeing financial operations within the life science division, preparing and presenting financial reports, implementing effective...
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Financial Planning Manager
1 month ago
Oxford, Oxfordshire, United Kingdom Robertson Bell Full timeRobertson 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...
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Cost Planning Specialist
2 weeks ago
Oxford, Oxfordshire, United Kingdom Gleeds Corporate Services Ltd Full timeCareer OpportunityGleeds Corporate Services Ltd is seeking a qualified Cost Planning Specialist to join our Oxford office. This is a fantastic opportunity to develop your career in cost management, working with a leading construction consultancy.The successful candidate will have a strong understanding of cost estimating and cost planning techniques, as well...
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Financial Planning Specialist
2 weeks ago
Oxford, Oxfordshire, United Kingdom The Talent Partnership Full timeJob DescriptionWe are seeking a qualified Business Services Senior to join our team at The Talent Partnership.The ideal candidate will have a strong background in finance and experience working with clients in Oxford.This is an excellent opportunity for career progression into management roles.ResponsibilitiesProviding financial advice and support to...
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Head of Financial Planning
2 weeks ago
Oxford, Oxfordshire, United Kingdom Recruitment Revolution Full timeWe are currently seeking an experienced Head of Operations and Finance to join our team at Recruitment Revolution.This is a fantastic opportunity for a talented finance professional to take on a leadership role and contribute to our company's continued growth and success.Main Responsibilities:Providing financial guidance and operational support to the...
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Financial Planning Manager
1 week ago
Oxford, Oxfordshire, United Kingdom Revvity Full timeJoin Revvity as a Financial Planning Manager and play a key role in shaping our company's financial future. Located in Oxford, UK, this role offers a competitive salary of £70,000 - £85,000 per annum.About Us:At Revvity, we are passionate about helping scientists, researchers, and clinicians solve the world's greatest health challenges. Our team is...
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Financial Senior Specialist
2 weeks ago
Oxford, Oxfordshire, United Kingdom CBSbutler Holdings Limited Full time £37,500 - £44,000Job Title: Financial Senior SpecialistA leading accountancy practice in Oxford is seeking a skilled Financial Senior Specialist to join their team. This firm provides expert solutions to businesses and individuals across Central and Southern England.The organisation prioritises a supportive culture, investing in its people and utilising cutting-edge...
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Financial Planning Manager
3 days ago
Oxford, Oxfordshire, United Kingdom Revvity Full timeJob Title: Senior Cost AccountantRévvy is a leading provider of end-to-end solutions for the life sciences industry, and we are currently seeking a Senior Cost Accountant to join our team in Oxford, UK. As a key member of our finance team, you will play a critical role in ensuring the accuracy and reliability of our financial reporting.About UsRévvy is a...
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Corporate Financial Services Specialist
2 weeks ago
Oxford, Oxfordshire, United Kingdom Focus Resourcing Group Full timeCome and work with us as a Corporate Financial Services Specialist and contribute to the success of our advisory team.You will be responsible for providing high-quality financial advice and support to our clients, helping them to achieve their business goals.As a Corporate Financial Services Specialist, you will have the opportunity to work on a wide range...