Dedicated Financial Services Associate

3 weeks ago


Oxford, Oxfordshire, United Kingdom Service Care Solutions Full time
Key Responsibilities

The 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 key aspect of this role will be collaborating with Financial Planners in client meetings, fostering client relationships and serving as the primary contact for any queries.



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

    About the Role">This is an excellent opportunity for a Financial Services Associate to develop their skills and expertise in accounting and auditing. You will work closely with our experienced team to deliver high-quality services to our clients.Your key responsibilities will include:Preparing audit working papers for bank, fixed assets, wages and salaries,...


  • Oxford, Oxfordshire, United Kingdom Brave Human Capital Group Full time

    We are seeking an experienced Financial Operations Associate to join our team at Brave Human Capital Group. This role will involve managing financial transactions, reconciliations, and reporting, ensuring accuracy and compliance with regulatory requirements.The successful candidate will be rewarded with a competitive salary of £29,000 per annum, based on...


  • Oxford, Oxfordshire, United Kingdom Paritas Recruitment Full time

    Job Description:We are seeking a Senior Commercial Associate - Financial Institutions to join our team at Paritas Recruitment. The successful candidate will have a strong commercial mindset and the ability to build strong relationships with major Financial Institutions active in the energy sector.Key Responsibilities:Develop a deep understanding of major...


  • Oxford, Oxfordshire, United Kingdom Goodman Masson Full time

    Company OverviewA prominent Housing Association with over 20 years of experience is seeking a skilled Year-End Accountant to join their collaborative team. The organization prioritizes tenant and worker satisfaction, creating an enjoyable environment with opportunities for growth and development.Job DescriptionThe successful candidate will be responsible for...


  • 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 CV-Library Full time

    About this Opportunity:We're seeking a dedicated Care Services Associate to join our team in Oxford, supporting individuals in need and making a real difference in their lives.In this role, you'll play a vital part in transporting elderly, sick and vulnerable service users to medical appointments and between healthcare facilities, using your skills and...


  • Oxford, Oxfordshire, United Kingdom Churchill Living Limited Full time

    We are seeking a dedicated and customer-focused individual to join our Customer Service Team at Churchill Living Limited. As a Customer Service Associate, you will be responsible for providing exceptional customer service and support to our customers through various channels, including phone, email, and in-person interactions.You will be required to resolve...


  • Oxford, Oxfordshire, United Kingdom Focus Resourcing Group Careers Full time

    About UsFocusing on helping people and businesses achieve their goals, we pride ourselves on delivering exceptional results. Our team of experts is dedicated to providing top-notch services to our clients, and we're seeking a talented Senior Manager to join us.What We Offer:A dynamic and supportive team environment.Ongoing training and development...


  • Oxford, Oxfordshire, United Kingdom ProTalent Limited Full time

    Job DescriptionAs an integral member of our Business Services team, you'll be responsible for preparing financial statements and tax returns for a diverse clientele. This exciting opportunity requires a dedicated, tech-savvy individual with a passion for accounting and a desire to excel in a thriving firm. Required Skills and QualificationsEnthusiastic and...


  • Oxford, Oxfordshire, United Kingdom The Riverside Group Full time

    The Riverside Group seeks an experienced Food Service Associate to join their part-time team. As a key member of the catering team, you will play a crucial role in delivering exceptional food and beverage services to residents.About the RoleThis permanent, part-time position involves working 20 hours per week and requires maintaining a high level of...


  • Oxford, Oxfordshire, United Kingdom Pro Talent Full time

    A rewarding career opportunity has arisen for an experienced Accounts Manager to join a dynamic financial outsourcing firm. The successful candidate will be responsible for providing high-quality accounting services to clients, including preparation of financial reports, VAT returns, and FCA returns.About the RoleThe ideal candidate will have part-qualified...


  • Oxford, Oxfordshire, United Kingdom Select Appointments Full time

    **Supporting World-Class Education in Oxford**At Select Appointments, we're dedicated to finding talented individuals like you to join our team as Cleaning and Support Services Associates. As a key member of our cleaning and maintenance team, you'll play a vital role in maintaining the excellent standards of our academic institution.Your primary...


  • Oxford, Oxfordshire, United Kingdom CV-Library Full time

    We are looking for a highly motivated and experienced Commercial Associate to join our team at CV-Library. The successful candidate will work closely with major financial institutions, developing a deep understanding of their needs and challenges.Responsibilities:Develop a deep understanding of the needs and internal and external challenges of several major...


  • Oxford, Oxfordshire, United Kingdom The Talent Partnership Full time £45,000

    Job Description:We are seeking a highly skilled Business Advisory Senior to join our team at The Talent Partnership. This is an exciting opportunity for a qualified ACCA or ACA professional with experience in practice and a minimum 18 month post-qualification experience.The successful candidate will be responsible for supporting a dedicated portfolio of...


  • Oxford, Oxfordshire, United Kingdom Premier Jobs UK Full time

    About the OpportunityWe are seeking an experienced Financial Services Professional to join our team in Oxfordshire. As a key player in our organization, you will be responsible for providing expert advice and guidance to clients on residential mortgage options.The ideal candidate will have a proven track record of delivering exceptional results, excellent...


  • Oxford, Oxfordshire, United Kingdom Endeavour Recruitment Solutions Full time

    Are you a motivated and talented Financial Services Professional looking for a new challenge? Endeavour Recruitment Solutions has an exciting opportunity for a skilled individual to join our team in Oxfordshire. As a Financial Services Professional, you will play a key role in developing and maintaining web applications for our clients.About UsWe are a...


  • Oxford, Oxfordshire, United Kingdom Porthaven Care Homes Full time

    About the OpportunityWe are seeking a Food Service Associate to join our hospitality team at Porthaven Care Homes. As a key member of the team, you will play a crucial role in providing a high-quality food service that meets the needs of our residents.You will work closely with the hospitality team to ensure that every resident receives a warm welcome and a...


  • Oxford, Oxfordshire, United Kingdom JOHN KING CHAINS USA INC Full time

    Job Title: Healthcare Support AssociateEstimated Salary: $40,000 - $60,000 per yearAbout UsJohn King Chains USA Inc is a leading organization dedicated to providing exceptional healthcare services to our community.Job DescriptionWe are seeking a Healthcare Support Associate to join our hospital team. As a Healthcare Support Associate, you will play a vital...


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

    Job Title: Oxfordshire Financial AdvisorService Care Solutions is delighted to be recruiting on behalf of a well-regarded financial advisory firm in Oxfordshire, seeking a dedicated and detail-oriented Oxfordshire Financial Advisor to join their team. This role is ideal for a candidate with a strong background in financial planning, excellent analytical...


  • Oxford, Oxfordshire, United Kingdom AD WARRIOR Full time

    Job DetailsWe are seeking a highly motivated Residential Services Associate to join our team at AD WARRIOR in Oxford.The estimated salary for this role is £25,301 per annum.Main Duties:Maintain a clean and comfortable living environment for residents and staff.Clean and launder linens and clothing as required.Requirements:Previous experience in a cleaning...