Financial Planning Specialist

17 hours ago


Oxford, Oxfordshire, United Kingdom Service Care Solutions Full time
Job Title: Financial Planning Specialist

We 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 client-centred approach.

Main Responsibilities:
  • Conduct in-depth financial analysis and research, developing tailored planning recommendations and overseeing their implementation.
  • Review and manage client portfolios, ensuring alignment with benchmarks, rebalancing as needed, and maintaining portfolio health over time.
  • Collaborate in client meetings alongside Financial Planners, fostering client relationships and serving as the primary contact for any queries.
  • Assess client information to produce detailed cash flow projections and scenarios using financial planning tools.
  • Coordinate with product providers and external stakeholders to ensure effective communication and smooth process execution.

Candidate Requirements:
  • Minimum of 2 years' experience in a similar financial planning role.
  • Diploma in Financial Planning (Dip PFS) is highly preferred.
  • Strong knowledge across financial planning areas: investment management, pensions, tax, protection, and estate planning.
  • Skilled relationship builder with a client-focused approach and excellent attention to detail.
  • Proficient in cash flow modelling, preferably with Voyant, and experienced in handling complex financial planning for high-net-worth clients.

About the Role: We offer a competitive salary of £42,750 per annum, taking into account the location and industry standards.

  • 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 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 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

    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 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 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 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: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 Be-IT Ltd Full time

    We 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...


  • 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 Gleeds Corporate Services Ltd Full time

    Career 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...


  • 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 The Talent Partnership Full time

    Job 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...


  • Oxford, Oxfordshire, United Kingdom CBSbutler Holdings Limited Full time £37,500 - £44,000

    Job 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...


  • 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 Focus Resourcing Group Full time

    Come 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...


  • 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 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...