Client advisor Work, Jobs in Burford, 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
13d
Customer Sales Advisor / Administrator
Mobility Hire —Tewkesbury
- £26,686 a year
- Full-time
- Sales
- Customer service
- Computer literacy
- Free parking
- Employee assistance programme
Quick apply
4d
Mortgage Advisor
The Mortgage Experts —Oxford
- £60,000 - £100,000 a year
- Remote
Renewals Sales Adviser
Usay Compare —Cirencester
- £35,000 a year
- Hybrid work
- Sales
- Communication skills
Quick apply
Insurance Advisor
Howden Group Holdings —Evesham
- Full-time
- Hybrid work
- Employee discount
Client Care Advisor
Vets for Pets —Cheltenham
- Customer service
- Computer literacy
- Employee discount
7h
Client Service Advisor
Tmgroup —Swindon
- £24,788 a year
- Full-time
- Hybrid work
- Customer service
- Organisational skills
- Communication skills
- Free parking
- Employee discount
Quick apply
Call Listening Administrator
Usay Compare —Cirencester
- £26,228 a year
- Analysis skills
- Communication skills
- Annual leave
- Employee discount
Quick apply
14d
Customer Service Advisor - Part-Time Evenings/Weekends
ZPos —Swindon
- £13.33 an hour
- Overtime
- Customer service
- In-person
- Restaurant experience
- Free parking
- Annual leave
10d
SAINT LAURENT Client Advisor (Bicester)
Saint Laurent —Bicester
- Full-time
Occupational Health Advisor
Optima Health —Oxford
- Up to £45,000 a year
- Part-time
- Hybrid work
- Travel
- In-person
- Paid training
- Annual leave
Store Manager - Bicester
Ermenegildo Zegna —Bicester
- English
- Business development
- Leadership
Quick apply
Client Style Advisor
Stella McCartney Ltd —Bicester
- Full-time
- Spanish
- Sales
- Customer service
- Employee discount
6d
Senior Partner Success Advisor
Onecom —Gloucester
- Monday to Friday
- CRM software
- Customer service
- IT
- Employee discount
Quick apply
Territory Manager, Respiratory devices, Oxford to South Coast
Fisher and Paykel Healthcare UK —Oxford
- £46,000 - £50,500 a year
- Full-time
- Sales
- Customer service
- Presentation skills
- Life insurance
Quick apply
6d
Mortgage Advisor
NGEN Financial Planning —Cheltenham
- £25,000 - £60,000 a year
- Part-time
- Hybrid work
- English
- In-person
- Profit sharing
- Flexitime
Quick apply
13d
EHS Advisor
Mercury Engineering —Oxford
- Computer skills
- Communication skills
Talent Lead
Dalcour Maclaren —Bicester
- Military
- Organisational skills
- Communication skills
- Free parking
- Annual leave
Quick apply
5d
Senior Cost Manager - Oxford
Arcadis —Oxford
Global Client Partner - FMCG Accounts
MMR Research —Oxford
- Full-time
- Hybrid work
Quick apply
6d

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Financial Planning Administrator

Amber Wealth -
Witney

Quick apply

Job details

Permanent | Full-time
£25,000 - £32,500 a year
13 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 burford, oxf

Financial Planning Administrator

Customer Sales Advisor / Administrator

Mortgage Advisor

Renewals Sales Adviser

Insurance Advisor

Client Care Advisor

Client Service Advisor

Call Listening Administrator

Customer Service Advisor - Part-Time Evenings/Weekends

SAINT LAURENT Client Advisor (Bicester)

Occupational Health Advisor

Store Manager - Bicester

Client Style Advisor

Senior Partner Success Advisor

Territory Manager, Respiratory devices, Oxford to South Coast

Mortgage Advisor

EHS Advisor

Talent Lead

Senior Cost Manager - Oxford

Global Client Partner - FMCG Accounts

I want to receive the latest job alerts for client advisor in burford, oxf

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