Finance Work, Jobs in Somerton, 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
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
3d
Administrator (Key Accounts)
Drain Doctor —Brackley
- £26,500 - £27,500 a year
- Full-time
- CRM software
- Computer literacy
- Microsoft Office
- Free parking
- Life insurance
Quick apply
3d
Finance Business Partner
The Orders of St Johns Care Trust —Aylesbury
- £44,500 - £59,000 a year
- Monday to Friday
- Accounting
Quick apply
10d
Financial Controller
The Spread Eagle Hotel, Thame —Thame
- £15.00 - £17.50 an hour
- Part-time
- Hospitality
- Hotel
- QuickBooks
- Free parking
- Employee discount
Quick apply
9d
Finance Assistant - Accounts Payable
CEVALogistics —Banbury
- Full-time
- Microsoft Excel
- IT
- Communication skills
- Annual leave
Marketing Analyst
Portman Finance Group —Northampton
- Microsoft Excel
- Annual leave
Quick apply
Purchase Ledger Clerk
FSG Property Services Ltd —Milton Keynes
- £27,000 - £32,000 a year
- Full-time
- In-person
- Time management
- Free parking
Quick apply
9d
Trainee Mortgage Adviser
The New Homes Group —Milton Keynes
- £25,000 - £50,000 a year
- Full-time
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Referral programme
Quick apply
3d
Finance Manager
Greenplant Ltd —Wheatley
- £40,000 - £45,000 a year
- Full-time
- Presentation skills
- Travel
- Human resources
Quick apply
4d
FP&A Analyst
Oxford Photovoltaics Limited —Yarnton
- Full-time
- Microsoft Excel
- Analysis skills
- Travel
Quick apply
Contract Procurement Manager
Valda Energy —Bicester
- £55,000 - £60,000 a year
- Analysis skills
- Contracts
- Communication skills
- Annual leave
- Employee assistance programme
Accounting Analyst
Cadillac Formula 1® Team —Silverstone
- Microsoft Excel
- ERP systems
- Analysis skills
- Annual leave
Quick apply
Mortgage Advisor
The Mortgage Experts —Bletchley
- £60,000 - £100,000 a year
- Remote
Finance Assistant
University of Oxford —Oxford
- £32,108 - £37,338 a year
- Full-time
- IT
8d
Financial Accountant
Gravitate —Stow on the Wold
- £55,000 - £60,000 a year
- Full-time
- Microsoft Excel
- QuickBooks
- Financial services
Quick apply
5d
Accounts Receivable Officer
Affinity Trust —Thame
- £31,519.46 a year
- Full-time
- Hybrid work
- Annual leave
- Employee assistance programme
Senior Finance Officer
University of Oxford —Oxford
- £35,681 - £41,636 a year
- Full-time
- Communication skills
8d
Account Co-Ordinator
Atlas Workplace Services —Milton Keynes
- £29,750 a year
- Microsoft Word
- Microsoft Excel
- Customer service
Quick apply
1d
Finance Project Officer
University of Oxford TSS —Oxford
- £20.77 an hour
- Temporary
- Analysis skills
- Project management
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

finance jobs in somerton, oxf

Financial Planning Administrator

Junior Finance Administrator - Part time

Administrator (Key Accounts)

Finance Business Partner

Financial Controller

Finance Assistant - Accounts Payable

Marketing Analyst

Purchase Ledger Clerk

Trainee Mortgage Adviser

Finance Manager

FP&A Analyst

Contract Procurement Manager

Accounting Analyst

Mortgage Advisor

Finance Assistant

Financial Accountant

Accounts Receivable Officer

Senior Finance Officer

Account Co-Ordinator

Finance Project Officer

I want to receive the latest job alerts for finance in somerton, oxf

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