Client advisor Work, Jobs in Cassington, 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
8d
L'Oréal Luxe Multi-Brand Beauty Advisor, Boots Oxford (22.5 Hours)
l'Oréal —Oxford
- Part-time
- Merchandising
- Administrative experience
- Annual leave
- Referral programme
Quick apply
Accommodation Advisor
Ingeus UK —Oxford
- £30,010.60 a year
- Full-time
- Administrative experience
- Travel
- IT
- Annual leave
- Employee assistance programme
SAINT LAURENT Client Advisor (Bicester)
Saint Laurent —Bicester
- Full-time
Sales advisor
Curry's Aylesbury —Aylesbury
- £150.00 - £385.90 a day
- Full-time
- Sales
- Customer service
- English
- Free parking
- Store discount
Quick apply
Client Style Advisor
Stella McCartney Ltd —Bicester
- Full-time
- Spanish
- Sales
- Customer service
- Employee discount
2d
Customer Service Advisor - Part-Time Evenings/Weekends
ZPos —Swindon
- £13.33 an hour
- Overtime
- Customer service
- In-person
- Restaurant experience
- Free parking
- Annual leave
6d
Service Advisor
Command —Oxford
- £32,000 a year
- Customer service
- Organisational skills
- Communication skills
- Annual leave
- Employee discount
Quick apply
Mortgage Advisor
The Mortgage Experts —Oxford
- £60,000 - £100,000 a year
- Remote
Talent Lead
Dalcour Maclaren —Bicester
- Military
- Organisational skills
- Communication skills
- Free parking
- Annual leave
Quick apply
19h
Sales Advisor, Bicester Village
Orlebar Brown —Bicester
- Full-time
- Customer service
- Communication skills
- Annual leave
- Employee discount
Senior Talent Partner
Dalcour Maclaren —Bicester
- Military
- Continuous improvement
- Mentoring
- Free parking
- Annual leave
Quick apply
19h
Insurance Advisor
Howden Group Holdings —Aylesbury
- Full-time
- Hybrid work
- Employee discount
2d
Occupational Health Advisor
Optima Health —Oxford
- Up to £45,000 a year
- Part-time
- Hybrid work
- Travel
- In-person
- Paid training
- Annual leave
Customer Service Advisor/Administrator
Green Motion Car and Van Rental —Princes Risborough
- From £21,000 a year
- Part-time
- Microsoft Word
- English
- Data entry
- Free parking
- Health & wellbeing programme
Quick apply
7d
School Leaver Accounts Training Programme (AAT) - Oxford - Summer 2026
Gravita —Oxford
- Seasonal
- Hybrid work
- Accounting
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
1d
Central Services Advisor
Complii —Bicester
- £15 an hour
- Part-time
- Sales
- Customer service
- Business development
Quick apply
EHS Advisor
Mercury Engineering —Oxford
- Computer skills
- Communication skills
Call Handler
United Infrastructure —Thame
- Full-time
- Microsoft Outlook
- Customer service
- Communication skills
Quick apply

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Financial Planning Administrator

Amber Wealth -
Witney

Quick apply

Job details

Permanent | Full-time
£25,000 - £32,500 a year
8 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 cassington, oxf

Financial Planning Administrator

L'Oréal Luxe Multi-Brand Beauty Advisor, Boots Oxford (22.5 Hours)

Accommodation Advisor

SAINT LAURENT Client Advisor (Bicester)

Sales advisor

Client Style Advisor

Customer Service Advisor - Part-Time Evenings/Weekends

Service Advisor

Mortgage Advisor

Talent Lead

Sales Advisor, Bicester Village

Senior Talent Partner

Insurance Advisor

Occupational Health Advisor

Customer Service Advisor/Administrator

School Leaver Accounts Training Programme (AAT) - Oxford - Summer 2026

Territory Manager, Respiratory devices, Oxford to South Coast

Central Services Advisor

EHS Advisor

Call Handler

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

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