Client advisor Work, Jobs in Carterton, 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
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
Call Listening Administrator
Usay Compare —Cirencester
- £26,228 a year
- Analysis skills
- Communication skills
- Annual leave
- Employee discount
Quick apply
11d
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
SAINT LAURENT Client Advisor (Bicester)
Saint Laurent —Bicester
- Full-time
Customer Service Advisor - Part-Time Evenings/Weekends
ZPos —Swindon
- £13.33 an hour
- Overtime
- Customer service
- In-person
- Restaurant experience
- Free parking
- Annual leave
7d
Store Manager - Bicester
Ermenegildo Zegna —Bicester
- English
- Business development
- Leadership
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
Cyber Security Apprentice
Key Sigma Ltd —Cheltenham
- £15,600 - £24,863 a year
- Full-time
- English
- Machine learning
- IT
- Free parking
- Sick pay
Quick apply
Client Style Advisor
Stella McCartney Ltd —Bicester
- Full-time
- Spanish
- Sales
- Customer service
- Employee discount
4d
EHS Advisor
Mercury Engineering —Oxford
- Computer skills
- Communication skills
Senior Cost Manager - Oxford
Arcadis —Oxford
Mortgage Advisor
NGEN Financial Planning —Cheltenham
- £25,000 - £60,000 a year
- Part-time
- Hybrid work
- English
- In-person
- Profit sharing
- Flexitime
Quick apply
10d
Global Client Partner - FMCG Accounts
MMR Research —Oxford
- Full-time
- Hybrid work
Quick apply
3d
CRM Consultant
BabelQuest —Oxford
- Weekend availability
- Hybrid work
- IT
- Flexible schedule
Talent Lead
Dalcour Maclaren —Bicester
- Military
- Organisational skills
- Communication skills
- Free parking
- Annual leave
Quick apply
2d
Employee Relations Advisor
Fugro —Wallingford
- Full-time
- Data analysis skills
- English
- Communication skills
- Referral programme
Principal HubSpot Consultant
BabelQuest —Oxford
- Weekend availability
- Hybrid work
- IT
- Annual leave
- Flexible schedule
Strategic Onboarding Programme Delivery Manager
UK SBS Ltd —Swindon
- Full-time
- Continuous improvement
- Agile
4d

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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 carterton, oxf

Financial Planning Administrator

Mortgage Advisor

Renewals Sales Adviser

Call Listening Administrator

Client Service Advisor

SAINT LAURENT Client Advisor (Bicester)

Customer Service Advisor - Part-Time Evenings/Weekends

Store Manager - Bicester

Occupational Health Advisor

Cyber Security Apprentice

Client Style Advisor

EHS Advisor

Senior Cost Manager - Oxford

Mortgage Advisor

Global Client Partner - FMCG Accounts

CRM Consultant

Talent Lead

Employee Relations Advisor

Principal HubSpot Consultant

Strategic Onboarding Programme Delivery Manager

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

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