Senior planner Work, Jobs in Cassington, Oxf (with Salaries)

Client Services Senior Executive
Craven Street Wealth —Oxford
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Communication skills
- Free parking
- Sick pay
Quick apply
6d
SENIOR PROJECT PLANNER
Laing O'Rourke —Edgcott
- Contracts
- IT
- Leadership
Senior Planner
Balfour Beatty —Oxford
- Hybrid work
- Civil engineering
- Contracts
- In-person
- Annual leave
Principal Planning Officer
PublicaGroupCDC —Cirencester
- £52,425 - £52,709 a year
- Hybrid work
- Annual leave
- Employee assistance programme
Planning Manager
OrganOx —Oxford
- Full-time
- Management
- Analysis skills
- Presentation skills
Quick apply
4d
Associate Planner (RTPI)
Carter Jonas —Oxford
- Full-time
- Communication skills
- Annual leave
- Referral programme
Senior UAV Pilot / Drone Flight Test Engineer
UAVTEK —Aldsworth
- £35,000 - £65,000 a year
- Full-time
- Military
- Analysis skills
- No degree
Quick apply
23h
Associate Programme Manager (Infrastructure Construction)
AECOM —Oxford
- Full-time
- Hybrid work
- Management
- Leadership
Senior Project Manager (Social Infrastructure Construction)
AECOM —Oxford
- Full-time
- Hybrid work
- Travel
- Organisational skills
- Contracts
Senior Cost Manager (Infrastructure Consultancy)
AECOM —Oxford
- Full-time
- Hybrid work
- Contracts
- Construction
- Communication skills
Senior Geo-Environmental Consultant - Land Contamination
Evan Craig —Oxford
- Hybrid work
- Project management
- Travel
- Organisational skills
- Annual leave

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Client Services Senior Executive

Craven Street Wealth
Oxford

Quick apply

Job details

Full-time
£30,000 - £35,000 a year
6 days ago

Benefits

Free parking
Company pension
Sick pay
On-site parking

Qualifications

GCSE
Microsoft Office
Financial services
Communication skills
A Level
Time management

Full job description

Job Summary
A highly motivated Client Services Senior Executive to join our growing Client Services team. They will be working in collaboration with financial planners and other colleagues to provide administration support in processing new and existing business for our clients, whilst supporting the Client Services Manager with additional duties.

This is a full-time, permanent role. However, if you require some flexibility, we are open to having a chat about different working patterns.

Key Responsibilities

Client Administration:

Building and maintain strong client relationships.
Understanding client needs to provide appropriate administration support.
Provide excellent client experience.
Handle client queries, resolving issues and escalating complex matters as appropriate.
Organise client meetings for financial planners.
Write templated letters to clients acting on advice, written instructions from client meetings or ad-hoc requests.
Create and maintain accurate client records on Intelliflo in line with company. procedures and policies.
Liaise with Product providers and other third parties where appropriate.

Collaboration with Stakeholders:

Collaborating with other internal teams to ensure client satisfaction is met.
Participating in team meetings and support other team members where appropriate.

Additional Senior Responsibilities:

Train, support & mentor junior team members.
Able to exceed OKR's.
Contribute to project work and drive continuous improvements.
Consistent positive feedback from FP’s is an expectation.
Trial new software, processes, or ways of working.
Help improve internal processes or elevate client service standards.
Idea generation - proactively identify client needs and growth opportunities.

Skills & Experience

Experience/Qualifications:

Ideally educated to at least A Level or equivalent standard. To include Maths and English GCSE grade B or Grade 5 and above.
Minimum four years’ experience in a similar role within financial services preferred.

Skills and Knowledge:

Proficiency in Microsoft Office Suite.
Experience in Intelliflo preferred.
Able to work within a defined business process.
Ability to achieve agreed outcomes without supervision.
Ability to work independently or in a team.
Detailed and accurate.
Organisational, prioritisation and time management skills.
Excellent verbal and written communication skills.

Additional Benefits

5% pension contribution
Occupational sick pay
Medical cashback plan
Death in service cover
26 days leave – in addition to bank holidays and more voluntary benefits

Pay: £30,000.00-£35,000.00 per year

Benefits:

Free parking
On-site parking

Work Location: Hybrid remote in Oxford OX2 0JJ

Quick apply

Refine Your Search

senior planner jobs in cassington, oxf

Client Services Senior Executive

SENIOR PROJECT PLANNER

Senior Planner

Principal Planning Officer

Planning Manager

Associate Planner (RTPI)

Senior UAV Pilot / Drone Flight Test Engineer

Associate Programme Manager (Infrastructure Construction)

Senior Project Manager (Social Infrastructure Construction)

Senior Cost Manager (Infrastructure Consultancy)

Senior Geo-Environmental Consultant - Land Contamination

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