Financial services administrator Work, Jobs in Benson, Oxf (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
12d
Project Administrator, Headstart
Freshwater Habitats Trust —Headington
- £28,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Administrative experience
- Organisational skills
- Health & wellbeing programme
- Annual leave
Quick apply
11d
Business Administrator - Onboarding
Amegreen Children's Services —Mortimer Common
- £26,500 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply
10d
Junior Finance Administrator - Part time
Green Retreats —Aylesbury
- £26,500 - £27,500 a year
- Part-time
- Hybrid work
- Microsoft Excel
- QuickBooks
- Financial services
- Free parking
- Health & wellbeing programme
Quick apply
5d
Business Officer
NHS Thames Valley Integrated Care Board —Oxford
- £32,073 - £39,043 a year
- Full-time
- Annual leave
4d
Housing Administrator
Advance Housing and Support Ltd —Witney
- Up to £23,866.65 a year
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- Administrative experience
- Annual leave
- Employee assistance programme
Client Services Administrator
AFH Financial Group —Cookham
- Full-time
- Hybrid work
Invoice Processing Administrator
NHS Thames Valley Integrated Care Board —Oxford
- £25,760 - £27,476 a year
- Full-time
4d
Care Home Business Administrator
Hamberley Care Homes —Reading
- Full-time
- Customer service
- Hotel
- Administrative experience
- Free parking
- Annual leave
Business Support Administrator
Jonas Software —Wallingford
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Parish Clerk and RFO
Lambourn Parish Council —Lambourn
- £34,412 - £42,839 a year
- Part-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- English
- Work from home
- Sick pay
Quick apply
6d
Finance Administrator
Q3 Services Group Limited —Theale
- £30,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- IT
- In-person
Quick apply
3d
Sales Administrator
Marshall Motor Group —Newbury
- Monday to Friday
- Microsoft Excel
- IT
- Annual leave
- Employee discount
Quick apply
Complex Care Team Coordinator
NHS Thames Valley Integrated Care Board —Oxford
- £39,959 - £48,117 a year
- Full-time
4d
Financial Administrator
LilleyCo Financial Services —Hungerford
- £25,000 - £30,000 a year
- Full-time
- Customer service
- Organisational skills
- Financial services
- Free parking
Quick apply
Home Support Administrator
Greensleeves Care —Crowthorne
- £30,000.00 - £32,947.20 a year
- Full-time
- Human resources
- Organisational skills
- Annual leave
- Employee assistance programme
Quick apply
7d
Senior Pensions Administrator
Ashe Consulting —Basingstoke
- £30,000 - £40,000 a year
- Flexible schedule
3d
Client Services Executive
Northgate Vehicle Hire —Reading
- £28,500 a year
- Annual leave
- Employee discount
Quick apply
3d
Senior Graduate Studies Administrator
University of Oxford —Oxford
- £35,681 - £41,363 a year
- Full-time
- Project management
- No degree
- IT
- Annual leave
Arts Administrator
RABBLE Theatre —Reading
- £13.45 - £15.00 an hour
- Part-time
- Hybrid work
- Customer service
- Microsoft Office
- Administrative experience
- Work from home
Quick apply
7d

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Financial Planning Administrator

Amber Wealth -
Witney

Quick apply

Job details

Permanent | Full-time
£25,000 - £32,500 a year
12 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

financial services administrator jobs in benson, oxf

Financial Planning Administrator

Project Administrator, Headstart

Business Administrator - Onboarding

Junior Finance Administrator - Part time

Business Officer

Housing Administrator

Client Services Administrator

Invoice Processing Administrator

Care Home Business Administrator

Business Support Administrator

Parish Clerk and RFO

Finance Administrator

Sales Administrator

Complex Care Team Coordinator

Financial Administrator

Home Support Administrator

Senior Pensions Administrator

Client Services Executive

Senior Graduate Studies Administrator

Arts Administrator

I want to receive the latest job alerts for financial services administrator in benson, oxf

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