Financial Planning Manager

1 month ago


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 providing a business partnering function to senior stakeholders. They will be responsible for managing the month-end process, producing detailed management accounts, setting annual budgets, conducting quarterly forecasting, and managing a comprehensive 5-year financial plan.

This role offers a competitive salary of £60,000 - £80,000 per annum, depending on experience. The successful candidate will also have excellent Excel skills and be able to create functions, formulas, and macros.



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

    Job 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...


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

    We 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...


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

    Job 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...


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

    Job 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...


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

    Job 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...


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

    We 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,...


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

    Job 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...


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

    Job 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...


  • Oxford, Oxfordshire, United Kingdom Recruitment Revolution Full time

    We 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...


  • 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...


  • Oxford, Oxfordshire, United Kingdom Immunocore Full time

    Join Immunocore's talented team of professionals as we develop innovative therapies to improve patient outcomes.In this key role, you will be responsible for consolidating and modeling financial data to inform business decisions.This challenging position requires advanced analytical and technical skills, particularly in MS Excel and financial modelling.You...


  • Oxford, Oxfordshire, United Kingdom Robertson Bell Full time

    We are seeking a Financial Planning and Strategy Lead to join our client, a prestigious public sector organisation, in a permanent role. This is an exciting opportunity for a motivated and experienced finance professional to lead financial planning and strategy for a critical business area.The ideal candidate will have extensive experience in producing...


  • Oxford, Oxfordshire, United Kingdom Michael Page (UK) Full time

    The Successful ApplicantTo be successful in this role, you will need to have a degree in Finance, Accounting or a relevant field, as well as proven experience in a financial controller position. You should also possess strong knowledge of financial data analysis and forecasting, as well as proficiency in accounting software.


  • Oxford, Oxfordshire, United Kingdom RecruitmentRevolution Full time

    Our company is seeking a highly experienced Director of Financial Strategy to join our team. As the Head of Finance and Operations, you will be responsible for overseeing all financial and operational aspects of the business. This includes overseeing financial planning, budgeting, and forecasting, as well as managing cash flow and working capital in line...


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

    Company 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.


  • Oxford, Oxfordshire, United Kingdom Stanton House Full time

    Job Title: Director of Financial Planning and AnalysisThe Stanton House is seeking a seasoned Director of Financial Planning and Analysis to lead their finance team in Oxfordshire. This strategic role will drive business performance through commercial finance insights and partner with senior stakeholders.About the Position:In this leadership role, you will...


  • Oxford, Oxfordshire, United Kingdom Be-IT Ltd Full time

    Be-IT Ltd is a global impact organization based in Oxford, UK. Our mission is to drive long-term sustainable innovation and address humanity's most enduring challenges.We are currently seeking an experienced Head of Financial Performance and Planning to join our team. This is a fantastic opportunity for a skilled professional to play a key role in the...


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

    Job OverviewWe are seeking a dedicated and detail-oriented Paraplanner to join our team in Oxfordshire.This role is ideal for a candidate with a strong background in financial planning, excellent analytical skills, and a client-centred approach.


  • Oxford, Oxfordshire, United Kingdom Gregory Martin International Limited Full time

    About 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...


  • Oxford, Oxfordshire, United Kingdom Stanton House Full time

    Job SummaryThis is an exciting opportunity to join Stanton House, a leading Healthcare business based in Oxfordshire, as a Financial Planning and Analysis Manager.The salary for this role is estimated at £72,500 - £82,500 per annum, plus bonus and wider benefits.We are seeking an experienced FP&A professional to provide financial insights and drive...