Financial Planning Specialist
2 days ago
Artemis Recruitment Consultants Ltd is seeking a Financial Planning Specialist to join their team.
Job DescriptionAs a Financial Planning Specialist, you will assist the Financial Planner in formulating advice to clients, providing technical support and guidance where appropriate.
You will review client objectives ensuring they are clear, concise, and achievable when compared against the client's financial circumstances.
The ideal candidate will have excellent planning and organisational skills and a broad knowledge of the Financial Services Industry with a high level of technical knowledge.
We estimate the salary for this position to be around £40,000 - £60,000 per annum.
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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
3 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 and Analysis Specialist
2 days ago
Oxford, Oxfordshire, United Kingdom Revvity Full timeJob Title: Financial Planning and Analysis Specialist About Revvity:Rjevity is a developer and provider of end-to-end solutions designed to help scientists, researchers, and clinicians solve the world's greatest health challenges. As a Financial Planning and Analysis Specialist at Revvity, you will play a critical role in ensuring the company's financial...
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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 month ago
Oxford, Oxfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob 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...
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Financial Planning Specialist
2 days ago
Oxford, Oxfordshire, United Kingdom Austin Fraser Full timeJob DescriptionA unique opportunity has arisen for a skilled Paraplanning professional to join a respected Chartered Financial Planning firm as their first dedicated Paraplanner.The ideal candidate will have approximately 200 valued client families to work with, delivering bespoke, high-quality financial planning advice. This standalone role offers the...
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Financial Planning Specialist
2 weeks 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
1 week 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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Financial Planning Manager
2 months 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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Chief Financial Specialist
3 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 Strategist
2 days ago
Oxford, Oxfordshire, United Kingdom University of Oxford Full timeAt the University of Oxford, we're seeking a talented individual to join our team as a Financial Planning Strategist. This is an exciting opportunity to combine strategic thinking, financial expertise, and business acumen to drive the future of our organisation.Job DescriptionDevelop and implement financial plans to ensure sustainability and identify...
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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 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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Financial Planning Manager
2 weeks 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...