Current jobs related to Financial Planner - Oxford - Exchange Street Claims & Financial Services
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Financial Planner
4 weeks ago
Oxford, Oxfordshire, United Kingdom Greatmans Consulting Ltd Full timeFinancial Planner – Oxford - Equity £75,000 - £130,000 | Equity | 7% Matched Pension | PHI & PMI | 25 Days Holiday + BH (Option to Buy 5 More)Why Join? Employee-Owned & Chartered – Work with a firm that puts its people first. Fixed Fees & Robust Investment Proposition – No conflicts, just quality advice. Tech-Driven & Efficient – Cutting-edge...
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Financial Planner
6 days ago
Oxford, United Kingdom Aspire Executive Search Full time**Financial Planner Basic up £70,000, Oxford. Bonus and outstanding Bonus and Benefits** Are you an experienced Financial Advisor seeking a more supported role? Are you more motivated by Clients than by targets, then I’d love to hear from you. This is a fantastic opportunity that will suit you if you are a Financial Advisor / Financial Planner, from an...
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Financial Planner
6 days ago
Oxford, United Kingdom Aspire Executive Search Full timeFinancial Planner, Oxford Basic Salaries available are between £32k and £46k, with outstanding benefits and Bonus too. Are you a relatively new Financial Advisor to the industry and seeking a more supported role? This could be for you! This is a fantastic opportunity that will suit you if you are a Financial Advisor / Financial Planner from an...
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Group Financial Planner
3 days ago
Oxford, United Kingdom Butler Rose Ltd Full timeButler Rose, a specialist finance agency within the Oxfordshire market is currently supporting an industry leading global business based in the heart of Oxfordshire with the recruitment of a Group Financial Planner. **Hybrid working available** This international group has a turnover of c€1 billion and have a global workforce of over 6,000 employees. The...
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Oxford, United Kingdom MVP Recruitment Limited Full timeMVP Recruitment is an established recruitment firm working with many of the top financial firms in the industry nationwide. Our client is a highly successful and profitable IFA and Investment Management firm based in Oxford with over £5 Billion of FUM is seeking an experienced and Chartered Financial Planner. The firm has been active for over 20 years, and...
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Independent Financial Advisor
2 weeks ago
Oxford, United Kingdom Vision-FS Recruitment Full time**Financial Advisor | Independent Financial Advisor** **£60,000 - £100,000 | Un-Capped Earnings** **Clients + Leads Provided** **Oxford | Surrounding Area’s** **Level 4 Diploma | CF30 Financial Advisor** **YOUR NEW COMPANY** This is an excellent opportunity to work with HNW and UHNW clients via Professional Connections ( Tax Planners, Accountants...
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Financial Planner, £40m of Fum to Inherit
1 week ago
Oxford, United Kingdom Idex Full timeWe are working with an existing national IFA business, who are looking for an experienced Senior Financial Planner to take over a £40m client bank from a retiring IFA. The ideal advisor will have strong experience of dealing with estate planning, other complex cases and will be either Chartered or working towards this. You will have full autonomy to manage...
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Senior Planner
5 days ago
Oxford, Oxfordshire, United Kingdom Fawkes & Reece London Full timeAn exciting opportunity has arisen for a Senior Planner to join a leading name in Tier 1 Main Contracting to work on a Major Project based in Oxfordshire. Our client has an exceptional name across the industry and are a great company to work for due to their excellent financial position and their strong pipeline of work ahead.As a Senior Planner you will be...
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Planner/Senior Planner
2 weeks ago
Oxford, Oxfordshire, United Kingdom Carter Jonas Full timeWe are looking for a recently qualified Planner or experienced Senior Planner to join our Planning team in Oxford. Based in the Oxford hub office you will be part of the wider and fully integrated Planning and Development South team currently comprising 18 planning and development professionals with a range of specialisms and extensive experience of working...
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Finance Planner
6 days ago
Oxford, United Kingdom Page Personnel Full timeHybrid working available - Varied role **About Our Client**: The client is a renowned business within it's field, based in Cowley, Oxford. My client has a global presence and works across a variety of sectors. The Finance Planner will: - Produce budgets and forecasts - Drive improvements in internal management information - Maintain and develop effective...
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Financial Advisor
2 weeks ago
Oxford, United Kingdom Vision-FS Recruitment Full time**Financial Advisor | Independent Financial Advisor** **£55,000 - £100,000 | Un-Capped Earnings Potential** **Clients + Leads Provided** **Oxford | Surrounding Area’s** **Level 4 Diploma | CF30 Financial Advisor** **YOUR NEW COMPANY** An exciting opportunity has become available with a Financial Advice business who are growing their national...
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Financial Planning Assistant
6 days ago
Oxford, United Kingdom Brewin Dolphin Full timeWe have an exciting opportunity to join our small Team in Oxford as a Financial Planning Assistant and be part of our Financial Planning Academy professional development programme. **Who we are**: RBC Brewin Dolphin have great plans for expansion and want to be at the forefront of advice-driven financial planning. We're searching for an entry-level...
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Trainee Financial Adviser
2 weeks ago
Oxford, United Kingdom MB Fitzgerald Full timeMbf are working with one of the UKs largest & most successful Independent Financial Planning organisations to recruit a Trainee Financial Adviser. The client has an excellent reputation, they are a Chartered business that provide holistic advice to a diverse range of clients across the country. They are now in the market to recruit a Trainee/Junior...
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Trainee Financial Adviser
5 days ago
Oxford, United Kingdom mbf. Full timeMbf are working with one of the UKs largest & most successful Independent Financial Planning organisations to recruit a Trainee Financial Adviser. The client has an excellent reputation, they are a Chartered business that provide holistic advice to a diverserange of clients across the country. They are now in the market to recruit a Trainee/Junior Financial...
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Associate Financial Planner
3 days ago
Oxford, United Kingdom Recruit UK Full time**Job Title: Associate Financial Adviser** **Location: Oxford** **Salary: £40,000** **Job Ref: 7574** **Associate Financial Adviser** Recruit UK are working on an excellent opportunity for a Assocaite Independent Financial Adviser role in Oxford to join a well-established UK Independent Financial Advice firm. My client is a leading UK wealth...
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Independent Financial Advisor
1 week ago
Oxford, United Kingdom Vision-FS Recruitment Full time**Financial Advisor | Independent Financial Advisor** **£90,000 - £100,000 | Un-Capped Earnings** **Clients + Leads Provided** **Oxford | Surrounding Area’s** **Level 4 Diploma | CF30 Financial Advisor** **YOUR NEW COMPANY** This is an award-winning UK Financial Advisor | Wealth Manager which has rapidly grown into a national business, offering...
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Senior Planner
2 weeks ago
Oxford, United Kingdom Bouygues UK Full time**Bouygues UK** has ambitious growth plans for our construction sector and to support this we need a further Senior Planner based at a site in **Oxford. **You will be part our London Region 2 Construction team. A great opportunity to work with a fantastic and dynamic team with excellent opportunities to develop and grow within the...
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Independent Financial Advisor
23 hours ago
Oxford, United Kingdom Vision-FS Recruitment Full time**Financial Advisor | Independent Financial Advisor** **£100,000 - £150,000 | Un-Capped Earnings** **Clients + Leads Provided** **Oxford | Nationwide Roles** **Level 4 Diploma | CF30 Financial Advisor** **YOUR NEW COMPANY** This is an award-winning national Financial Planning and Wealth Management Business looking to grow their Diploma Qualified...
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Material Planner
1 week ago
Oxford, United Kingdom Hays Specialist Recruitment Limited Full timeMaterial Controller, Supply Chain Logistics, Material Planner Hays are recruiting for an exciting opportunity for a Material Controller to join our client on an ongoing long term temporary assignment for an approximate duration of 12 months. Location: Oxford Assignment type: Temporary, ongoing basis where you will be engaged via Hays Working environment:...
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Ecommerce Planner
5 days ago
Oxford, United Kingdom Oxfam GB Full time**Oxfam is a global movement of people working together to end the injustice of poverty.** Do you have the ability to work well as a team member? Do you have excellent interpersonal and communication skills? Do you have the ability to prioritise your own workload to meet deadlines and work under pressure? We are looking for an Ecommerce Planner at a...
Financial Planner
3 weeks ago
Succession planning. It's the buzz word of the moment. But what does it mean to you?
**At this firm it means taking over c150 households with £80m AUM. It means existing fee income of £400,000. It means earning six-figures in year one.**With a planned succession like this you can get a breakdown of numbers, business mix and profiles. And with that you can draw up a plan for new business opportunities.
**You'll get a good basic salary befitting someone with your knowledge (c£60,000 - £75,000). Your target will include initial and ongoing and you'll get 30% bonus for initial, 15% for ongoing. Given the ongoing you'll inherit, that's a sizeable yearlyincome.**You'll have the support of administrators and paraplanners who not only carry out their traditional duties. They are front and centre when it comes to dealing with clients too, freeing up even more of your time.
**There's flexible working and an ethos of encouraging a healthy work/life balance.**You'll need to be a level 4 adviser (level 6 would be great) with a good track record. You'll have CAS and have the energy, determination and ability to manage a sizeable, HNW client portfolio.
