Financial Planner Assistant
2 weeks ago
A Financial Planning role is available with a well-established financial advisory firm in Oxfordshire. As a dedicated Paraplanner, you will conduct comprehensive financial research and support Financial Planners in client meetings.
Main responsibilities include:
- Developing tailored planning recommendations and overseeing their implementation through thorough financial analysis and research.
- Reviewing and managing client portfolios to ensure alignment with benchmarks, rebalancing as needed, and maintaining portfolio health over time.
- Fostering client relationships and serving as the primary contact for any queries in client meetings alongside Financial Planners.
- Producing detailed cash flow projections and scenarios using financial planning tools, assessing client information to inform recommendations.
- Coordinating with product providers and external stakeholders to ensure effective communication and smooth process execution.
Candidate Requirements
- A minimum of 2 years' experience in a similar financial planning role is required.
- A Diploma in Financial Planning (Dip PFS) is highly preferred.
- The ideal candidate will have strong knowledge across financial planning areas: investment management, pensions, tax, protection, and estate planning.
- An exceptional relationship builder with a client-focused approach and excellent attention to detail is essential.
- Proficiency in cash flow modelling, preferably with Voyant, and experience in handling complex financial planning for high-net-worth clients are key skills.
Key Benefits
- This role offers a competitive salary range of £35,000 - £50,000 per annum.
- The successful candidate will have opportunities for professional growth and development within a dynamic team.
- A hybrid working arrangement allows for flexibility in work arrangements.
-
Comprehensive Financial Planner
4 days ago
Oxford, Oxfordshire, United Kingdom Service Care Solutions Full timeAbout the Role">We are seeking an experienced Paraplanner to join our team at Service Care Solutions. In this role, you will conduct comprehensive financial research, support Financial Planners in client meetings, and manage client portfolios to ensure optimal performance.">Responsibilities">Conducting in-depth financial analysis and research, developing...
-
Urban Planner Assistant
2 weeks ago
Oxford, Oxfordshire, United Kingdom Penguin Recruitment Full timeJob Title: Urban Planner Assistant">">About the Company:">">Penguin Recruitment's client is a forward-thinking, award-winning company known for its innovative approach to urban design, planning, architecture, and project management. With expertise across sectors like heritage, landscape, housing, and education, they create sustainable and impactful designs...
-
Assistant Town Planner
2 weeks ago
Oxford, Oxfordshire, United Kingdom Penguin Recruitment Full timeAbout Our Company:We are a multidisciplinary outfit known for our innovative approach and expertise across urban design, planning, architecture, and project management. With a strong focus on sectors such as heritage, landscape, housing, and education, we pride ourselves on creating sustainable and impactful designs that shape communities.The Job:We are...
-
Financial Planning Associate
4 days 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...
-
Financial Planning Specialist
1 week 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,...
-
Financial Planning Specialist
6 days 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...
-
Financial Planning Professional
4 days 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...
-
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...
-
Financial Planning Specialist
5 days 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...
-
Technical Landscape Planner
2 weeks ago
Oxford, Oxfordshire, United Kingdom Access Talent Group Full timeWe are seeking a skilled Technical Landscape Planner to join our team at Access Talent Group. As a Graduate Landscape Planner, you will be responsible for assisting with project planning, conducting site assessments, and preparing technical reports. Your expertise will be crucial in delivering high-quality landscape solutions that meet our clients' needs.A...
-
Graduate Urban Planner Position
1 week ago
Oxford, Oxfordshire, United Kingdom Penguin Recruitment Full timeJob Description: As a Graduate Town Planner at our esteemed client, you will play a crucial role in assisting senior planners in developing and implementing comprehensive plans for urban development. Key responsibilities include:• Conducting research on zoning regulations, land use policies, and environmental impact assessments• Collaborating with...
-
Financial Planning Specialist
5 days 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...
-
Land Use Planner
1 day ago
Oxford, Oxfordshire, United Kingdom Access Talent Group Full timeAre you a skilled Landscape Planner/Senior Landscape Planner looking for a new challenge? We are currently seeking an experienced professional to join our team at Access Talent Group, a specialist landscape and environmental practice based in the greater Oxford area.The ideal candidate will have 2+ years of planning experience and be proficient in LVIA work....
-
Strategic Land Planner
1 week ago
Oxford, Oxfordshire, United Kingdom Cobalt Recruitment Full timeCobalt Recruitment is seeking a Strategic Land Planner to join their team. The ideal candidate will be a chartered Town Planner with specialist experience leading and assisting on projects at varying scales across residential, commercial, retail & education sectors. This role offers excellent career advancement prospects, a flexible working approach, and...
-
Dedicated Financial Services Associate
5 days ago
Oxford, Oxfordshire, United Kingdom Service Care Solutions Full timeKey ResponsibilitiesThe successful candidate will be responsible for conducting in-depth financial analysis and research, developing tailored planning recommendations and overseeing their implementation.They will also review and manage client portfolios, ensuring alignment with benchmarks, rebalancing as needed, and maintaining portfolio health over time.A...
-
Principal Urban Planner
4 days ago
Oxford, Oxfordshire, United Kingdom Cobalt Recruitment Full timeWe are excited to offer a unique opportunity for a Senior/Principal Planner to join a dynamic and highly experienced team in Berkshire/Oxfordshire.The ideal candidate will be a chartered Town Planner with significant experience leading and assisting on projects across various sectors, including residential, commercial, retail, and education.About the...
-
Detail-Oriented Financial Analyst
4 days ago
Oxford, Oxfordshire, United Kingdom Service Care Solutions Full timeKey ResponsibilitiesThis exciting opportunity involves conducting financial research, supporting clients, and managing client portfolios. As a key member of the team, you'll work closely with Financial Planners to deliver exceptional client service.Key Skills and Qualifications:Strong knowledge across financial planning areas: investment management,...
-
Principal Urban Planner Position
1 week ago
Oxford, Oxfordshire, United Kingdom Cobalt Recruitment Full timeCobalt Recruitment is partnering with a successful planning consultancy to find a Senior or Principal Planner to join their team in Berkshire/Oxfordshire.The business has multiple offices nationally and maintains a close-knit feel across their Planning team. They have an excellent track record with public and private sector clients across all disciplines.Job...
-
Senior Financial Planner
6 days ago
Oxford, Oxfordshire, United Kingdom Immunocore Full timeGlobal Financial Planning and Analysis (FP&A) RoleThis is an exciting opportunity to join our Finance team as a Senior Manager, FP&A Consolidations and Modeling. The successful candidate will be responsible for developing and maintaining global financial plans, reports, and analysis to support business decisions.Main Responsibilities:Create and maintain...
-
Strategic Financial Planner
1 week ago
Oxford, Oxfordshire, United Kingdom Griffin Fire Full timeAbout Griffin Fire:Griffin Fire is a dynamic organization dedicated to leveraging cutting-edge science and technology to address humanity's most pressing challenges. Our mission is to translate innovative discoveries into impactful solutions that can be scaled globally, ensuring long-term sustainability.We are driven by a faculty of world-renowned experts...