Financial planning jobs in OxfordCreate job alerts

A global cybersecurity firm is seeking a Senior Manager of Sales Finance in Oxford, UK. The role involves overseeing financial planning, managing P&L, and providing strategic insights for the EMEA Sales leadership. A successful candidate will have over 10 years in finance roles, particularly within

A financial planning firm in Oxford seeks a Senior Financial Planning Administrator to support a Senior Financial Advisor.

A leading cybersecurity company in Oxford is seeking a Finance Manager to join their STG Financial Planning & Analysis team.

Job Description Location: Milton Keynes Hub, the day-to-day of this role requires travel across the London and South East Network. \n\n Hours: The post holders will be required to work an annualised hour’s system which is Monday to Friday. The post holder will be required to work an annualised hour’s system which includes working a rota'd system including statutory holidays and weekends to get our waterways open to our customers. \n\n \n\n Our team and opportunity \n\n We are currently looking for a Mechanical & Electrical Technician to join our growing and diverse teams across the UK. \n\n As a Mechanical & Electrical Technician on our waterway you will play an important role using your technical expertise to assist with the implementation of improving Plant and Equipment Assets within a defined area and will safely and efficiently support the delivery of improvements to equipment used in the maintenance and repair of the inland waterways network. \n\n A technical foundation in mechanics / HGV is desired; with the potential to develop your skills in broader electrics via team training. \n\n Location & coverage \n\n This role will be based from our Operative hubs in Nell Bridge but with a requirement to travel throughout the regional waterway network to enable site visits and to conduct improvements. \n\n \n\n See our canal network here: Canal and River Trust ( -us/where-we-work). \n\n \n\n See our network here: -and-rivers \n\n \n\n About the role \n\n This role supports Canal & River Trust’s aims to improve safety and increase the number of people using the inland waterways network. Your skills will be used to maintain workboats and land-based plant which is vital to the core works delivered by the Trust and used to deliver improvements to the waterways infrastructure. \n\n Experience and technical knowledge working with the following is desirable: \n\n \n\t Large diesel engines including gearbox and clutch assemblies. \n\t Hydraulic systems. \n\t Less than 48V DC systems. \n\t Cranes. \n\t Excavators. \n\t Lorry loaders. \n\t Experience within the Heavy Goods Vehicle industry would be advantageous. \n \n\n Key responsibilities: \n\n \n\t Working outside provide mechanical, hydraulic, electrical, and marine support to assigned areas, assisting in the resolution of mechanical, hydraulic and electrical engineering-related situations as they arise. \n\t Manage defined work programmes, servicing, and repair works to meet set objectives for a defined fleet of workboats and land-based plant. \n\t Under supervision, produce recommendations to minor problems undertaking design where appropriate. Apply a working knowledge of statutory obligations, heritage and environmental requirements plus Canal & River Trust policies, principles & standards to the delivery of work. \n\t Supervise third party works when required to delegated levels. With guidance, manage accounts for costs. \n\t Where a vacancy arises, participate where agreed in the standby rota to support delivery of customer service defined standards and reaction to emergency situations faults and breakdowns. \n\t Comply with Canal & River Trust Health & Safety policy and defined standards, report incidents, accidents and near misses. Complete point of work risk assessments and adjust work methods where appropriate. \n \n\n \n\n About you \n\n Technical: \n\n \n\t Time served apprentice trained or City and guilds level 3 Mechanical / NVQ level 3 minimum (or similar level) in Mechanical or Electrical Engineering or related discipline, Certification required. \n\t An understanding of Health & Safety within site work and have a good knowledge of appropriate mechanical and/or electrical regulations. \n\t Hydraulic installation / maintenance experience desirable. \n\t Authorised Person in 1 of the following areas (preferably both): Mechanical or Electrical - Learning Event VEEN024. \n\t Relevant valid competency for use of plant/tools and equipment to maintain the canal/river environment. \n\t IPAF and confined space trained desirable but not essential. \n \n\n \n\n General: \n\n \n\t Willing to actively participate in meetings, training, planning, initiatives etc. \n\t Must be able to clearly and concisely communicate in verbal and written form. \n\t Excellent time keeping essential and working effectively as part of a team or alone. \n\t Valid driving licence appropriate for vehicle to be driven. \n \n\n \n\n If you have any questions about the role please contact \n\n \n\n We reserve the right to close this vacancy early if we receive sufficient suitable applications for the role. Therefore, if you are interested, please submit your application as early as possible. \n\n What we offer \n\n In addition to your annual salary £30,000 - £34,500 , we can offer a competitive contributory DC Pension scheme arrangement, and numerous other employee benefits. Further details on our benefits can be found here ( -us/work-for-us/our-benefits). \n\n Some benefits include: \n\n Competitive contributory DC Pension scheme arrangement, where we will double your contribution to a maximum of 10%. \n\t 25 days paid holiday (plus paid Bank Holidays), increasing with years of service to up to 30 days after 5 years, plus holiday purchase scheme. \n\t Home working status with ‘hub’ facilities available should you need the flexibility to work outside of home. \n\t Free access to specialist counselling on a range of issues, e.g. health, financial, well-being and domestic matters. \n\t Access to a range of employee benefits including store discounts, boating holiday discounts and holiday purchase scheme. \n\t 2 days paid volunteering leave per annum, allowing you to volunteer for a local community project etc. \n\t Free fishing facilities across our canal network. \n

A respected organisation in the education sector is seeking a Finance Business Partner in Oxford to provide critical financial analysis and support strategic planning.

Dynamite Recruitment are recruiting on behalf of an Independent Financial Planning firm for a Senior Financial Planning Administrator. This role of Senior Financial Planning Administrator has come available due to the current person in this role progressing to Paraplanner within the firm. If you are

Financial Planning Analyst - WrexhamSalary: We are seeking a highly motivated Financial Planning Analyst to join our Financial Planning & Analysis (FP&A) team. Key ResponsibilitiesSupport the preparation of monthly, quarterly, and annual financial forecasts and performance reportsAssist with the mai

Financial Planning Administrator / Client Relationship Manager.

This Financial Planning Manager job provides opportunity to join a national independent financial planning firm, that is continuing to grow through organic growth and acquiring IFA client banks. As the role entails T&C supervision, it is important you have your full Level 4 Diploma in Financial

Manage all stages of the client financial planning journey. Financial Planning Administrator / Client Relationship Manager. Financial Planning Administrator.

At Cestrian Financial Planning, we’re proud to offer just that. The role Looking to step into a role that values your expertise and rewards your precision? As our Paraplanner, you’ll work directly with Chartered Financial Planners to deliver compliant, personalised recommendations—

ROLE: Financial Planning & Analysis Manager HOURS: 37.

This Financial Planning Manager job provides opportunity to join a national independent financial planning firm, that is continuing to grow through organic growth and acquiring IFA client banks. You will be responsible for a team of Financial Advisors, providing support to them to ensure they achiev

That means more than financial returns its about helping people feel confident in their decisions and supported in their future.

You will need some experience as a financial planning administrator. You might want to progress into paraplanning.

As Head of Financial Planning and Analysis, this person will be both 'hands on' in the execution of the analysis and will lead an existing finance function. Axon Moore are supporting a fast paced, PE backed business in the South Yorkshire region to appoint a Head of Financial Planning and Analysis.

A well established Financial Planning firm in London is seeking a Paraplanner / Senior Administrator to prepare client files, undertake research, and maintain compliance. The ideal candidate will hold or be working towards a financial planning qualification, possess strong report writing skills, and

A leading recruitment agency in the UK is seeking a skilled Business Analyst for a 12-month contract to enhance the operational capability of a high-profile banking client.The role involves supporting bank-wide projects, improving management information, and documenting key processes.Candidates shou

We are seeking finance professionals with backgrounds in manufacturing, industrial services or logistics who can support financial planning, analysis, and reporting activities across the global network. Assisting with financial planning, budgeting and forecasting processes across regions and busines

Ideal candidates should possess a recognized financial planning qualification and a solid understanding of the financial markets. A leading financial institution in London is hiring a Wealth Planner to enhance client financial journeys through tailored advice and investment solutions. This role offe

Head of Financial Planning & Analysis - London - Hybrid. Work closely with the senior leadership team to provide detailed financial analysis. Develop and own complex financial models to support new business initiatives and investment decisions.

The ideal candidate will have substantial experience in financial services, excellent skills in budgeting, forecasting, and financial analysis.

A boutique financial advisory firm in Greater London is seeking a Paraplanner / Financial Adviser to deliver expert financial advice across investments and retirement planning.

A social housing provider based in London is seeking a Financial Planning professional to join their dynamic team. The role involves leading the preparation of the 30-year financial plan and managing the Brixx financial model. Candidates should be qualified accountants or QBE with strong experience

A prominent wealth management firm in England is looking for a Self-Employed/Employed Trainee Financial Adviser to join their advisory team. This role offers an aspiring adviser the chance to work with high-net-worth clients and build a long-term career in financial advice.

A leading financial services provider in Greater London seeks a Private Client Advisor to deliver exceptional financial advice to a diverse client base. Candidates must possess a Level 4 qualification in Financial Planning, strong organisational skills, and a commitment to client service.

A recruiting agency is seeking a Paraplanner to join a financial advisory firm in Wiltshire.

You’ll be a vital link between the Client Administration team and the Financial Planning Consultants, playing a key role in delivering tailored financial advice. Supporting Financial Planners in delivering bespoke financial advice. A strong grasp of financial planning products, client onboarding,

Employed position and client-facing role providing independent advice across the full range of financial planning. An excellent opportunity has arisen within a highly reputable, well-established IFA practice for a Financial Adviser to take over an existing client portfolio. Administration and parapl

A respected wealth management firm in the UK is seeking a Mid-Senior Financial Adviser to manage financial planning for an existing portfolio of clients. Ideal candidates will hold the Level 4 Diploma in Financial Planning and have strong technical knowledge, as well as the ability to build trusted

Financial Planning & Analysis Lead (6 Month FTC to Perm). You will lead financial planning for a major market of a B Corp certified gifting leader. Provide detailed monthly analysis of gross margin performance and present actionable financial insights to senior business stakeholders.

You'll need experience as a financial planning administrator and a conscientious mindset.

A premier financial planning company in the United Kingdom is seeking a Senior Financial Planning Administrator to support an Associate Director and their clients.

A wealth planning firm in the West Midlands is seeking an experienced Financial Planning Assistant to provide high-quality support to Planners and enhance client outcomes. The ideal candidate will have a strong understanding of financial planning and excellent organisational skills, working in a col

A reputable financial advisory firm in the United Kingdom is seeking an experienced Financial Adviser to manage an existing client portfolio. This client-facing role includes providing independent financial advice across various planning areas while benefitting from strong administration support. A

Join us in providing holistic financial planning solutions that make a difference in the lives of our clients. Your role goes beyond numbers; it's about creating a positive impact and ensuring the financial wellbeing of those families we look after. Established in the early stages of 2019, Rosart ha

In this role, you will build and maintain long-term client relationships while providing tailored financial planning services. You will need to possess a Level 4 Diploma in Regulated Financial Planning and have experience in a client-facing position. A reputable wealth management company in the UK i

Referrals increase your chances of interviewing at Quilter Financial Planning by 2x. This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin ta

A tier 1 wealth management firm in London is seeking a Financial Planning Support Specialist to provide exceptional financial planning for high-net-worth clients. The ideal candidate will hold a Level 4 qualification and have experience in financial planning. The role involves supporting Financial P

In this mid-senior level role, you will be responsible for producing financial planning reports and conducting research to meet clients' needs. Ideal candidates will have paraplanning experience, strong report writing skills, and a good understanding of financial products.

The Head of Financial Planning & Analysis will lead the organisation’s financial planning, forecasting, budgeting, and performance analysis activities for an estimated 9-month fixed-term period. Lead the annual budgeting, rolling forecasting, and long‑range financial planning processes. Leverage

Get notified about new Financial Planning and Analysis Manager jobs in. Group Financial Planning & Analysis Manager — Greater Bristol Area, UK — 1 week ago. Financial Controller (Fixed until 31/05/2026) — Kingswood, UK — 1 week ago.

Looking for a high-impact leadership role in financial planning and analysis? This is an exciting opportunity to shape business performance and influence key strategic decisions at a senior level. Get notified about new Head of Financial Planning Analysis jobs in. With a focus on strategic growth an

Offer expert financial advice to clients on a wide range of areas, including investment strategies, retirement planning, tax efficiency, and estate planning. Current experience as a Financial Advisor, with a proven track record of success in delivering tailored financial advice. A leading financial

From part to fully qualified accountants within Financial Reporting, Management Accounts, FP&A, commercial finance up to Director level throughout Surrey, Sussex, London & Kent.

EPBCS Financial Planning implementations. This role will take architectural ownership of EPBCS-driven financial planning, forecasting and reporting capabilities, supporting the transition away from spreadsheet-based processes and enabling scalable, automated FP&A and Record-to-Report solutions. Work

In this role, you will conduct in-depth research on financial products, draft suitability reports, and manage client data through financial planning systems. A leading recruitment agency is seeking an experienced Paraplanner to provide vital support to financial advisers. Ideal candidates should pos

A boutique financial advisory firm in Greater London is seeking a Paraplanner / Financial Adviser to deliver expert financial advice across investments and retirement planning.