Client advisor Work, Jobs in Bicester (with Salaries)

Financial Planning Administrator
Amber Wealth —Witney
- £25,000 - £32,500 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Life insurance
Quick apply
10d
SAINT LAURENT Client Advisor (Bicester)
Saint Laurent —Bicester
- Full-time
Customer Service/Office Administrator
Elegancy Blinds Limited —Milton Keynes
- £26,000 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- English
- Free parking
- Store discount
Quick apply
7d
Mortgage Advisor
The Mortgage Experts —Oxford
- £60,000 - £100,000 a year
- Remote
Store Manager - Bicester
Ermenegildo Zegna —Bicester
- English
- Business development
- Leadership
Quick apply
Independent Domestic Violence Advisor (IDVA)
MK Act —Milton Keynes
- From £25,233 a year
- Full-time
- Microsoft Office
- Working with children
- Bachelor's degree
- Sick pay
Quick apply
1d
Trainee Business Development Executive (HF1341434)
Flourish —Milton Keynes
- £30,000 - £35,000 a year
- Full-time
Quick apply
10d
Talent Lead
Dalcour Maclaren —Bicester
- Military
- Organisational skills
- Communication skills
- Free parking
- Annual leave
Quick apply
1d
Contact Centre Advisor (Night Shift)
Ostara Systems —Milton Keynes
- £21,000 - £23,000 a year
- Night shift
- Microsoft Excel
- Customer service
- English
Client Advisor - Bicester
Loro Piana —Bicester
- Full-time
- Sales
- English
19h
Helpdesk Agent (Full Time Office Working inc weekends)
Ostara Systems —Milton Keynes
- £26,000 a year
- Weekend availability
- Microsoft Excel
- Customer service
- IT
Senior Talent Partner
Dalcour Maclaren —Bicester
- Military
- Continuous improvement
- Mentoring
- Free parking
- Annual leave
Quick apply
1d
Sales Advisor, Bicester Village
Orlebar Brown —Bicester
- Full-time
- Customer service
- Communication skills
- Annual leave
- Employee discount
Account Executive (HF1341432)
Flourish —Milton Keynes
- £35,000 a year
- Full-time
- Sales
- Communication skills
Quick apply
10d
Call Handler
United Infrastructure —Thame
- Full-time
- Microsoft Outlook
- Customer service
- Communication skills
Quick apply
Occupational Health Advisor
Optima Health —Oxford
- Up to £45,000 a year
- Part-time
- Hybrid work
- Travel
- In-person
- Paid training
- Annual leave
EHS Advisor
Mercury Engineering —Oxford
- Computer skills
- Communication skills
Business Development Executive (HF1341418)
Flourish —Milton Keynes
- £35,000 a year
- Full-time
- Sales
Quick apply
Helpdesk Agent - 11:30 - 20:30 office based including weekend work
Ostara Systems —Milton Keynes
- £26,208 a year
- Weekend availability
- Microsoft Word
- Microsoft Excel
- Customer service
Global Client Partner - FMCG Accounts
MMR Research —Oxford
- Full-time
- Hybrid work
Quick apply
3d

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Financial Planning Administrator

Amber Wealth -
Witney

Quick apply

Job details

Permanent | Full-time
£25,000 - £32,500 a year
10 days ago

Benefits

Free parking
Company pension
Company events
Life insurance
On-site parking

Qualifications

Microsoft Word
Financial planning
Microsoft Excel
Microsoft Outlook
Customer service
Microsoft Office
Administrative experience
Analysis skills
Organisational skills
IT
Financial services
Communication skills

Full job description

Overview
We are seeking a detail-oriented and organised Financial Planning Administrator to join our professional team. This role offers an excellent opportunity for individuals with a keen interest in financial services and a strong aptitude for administrative tasks and communication. The successful candidate will support financial planning activities and assist with client communications, ensuring smooth operational workflows within our organisation. The position is paid and ideal for those looking to enter into or develop their career in financial planning

Duties

Prepare documentation related to financial planning activities..
Assist with the organisation and maintenance of client records using Intelligent Office
Communicate effectively with clients and internal teams to facilitate scheduling, follow-ups, and information dissemination.
Support the financial advisors by managing administrative tasks such as appointment scheduling and document processing.
Contribute to the development of organisational procedures to improve efficiency and service delivery.
Ensure compliance with relevant policies and standards in all administrative activities.

Requirements

Proven experience in administrative roles within the financial services sector would be an advantage but full training is available to the right candidate
Strong organisational skills with the ability to manage multiple tasks efficiently.
Proficiency in Microsoft Office Suite, especially Word, Excel, and Outlook; familiarity with IT systems is essential.
Good communication skills, both written and verbal, to liaise effectively with clients and team members.
Knowledge of financial planning principles and customer service best practices is desirable.
Ability to manage time effectively, prioritise tasks, and work independently when required.
Previous experience in financial services or related sectors will be considered an advantage. This role provides an engaging environment for those eager to advance their career in financial planning while honing their organisational and analytical skills within a supportive team.

Pay: £25,000.00-£32,500.00 per year

Benefits:

Company events
Company pension
Free parking
Life insurance
On-site parking

Ability to commute/relocate:

Witney OX29 8LH: reliably commute or plan to relocate before starting work (preferred)

Work Location: In person

Quick apply

Refine Your Search

client advisor jobs in bicester

Financial Planning Administrator

SAINT LAURENT Client Advisor (Bicester)

Customer Service/Office Administrator

Mortgage Advisor

Store Manager - Bicester

Independent Domestic Violence Advisor (IDVA)

Trainee Business Development Executive (HF1341434)

Talent Lead

Contact Centre Advisor (Night Shift)

Client Advisor - Bicester

Helpdesk Agent (Full Time Office Working inc weekends)

Senior Talent Partner

Sales Advisor, Bicester Village

Account Executive (HF1341432)

Call Handler

Occupational Health Advisor

EHS Advisor

Business Development Executive (HF1341418)

Helpdesk Agent - 11:30 - 20:30 office based including weekend work

Global Client Partner - FMCG Accounts

I want to receive the latest job alerts for client advisor in bicester

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