Client advisor Work, Jobs in Charlbury, 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
14d
Mortgage Advisor
The Mortgage Experts —Oxford
- £60,000 - £100,000 a year
- Remote
Insurance Advisor
Howden Group Holdings —Evesham
- Full-time
- Hybrid work
- Employee discount
SAINT LAURENT Client Advisor (Bicester)
Saint Laurent —Bicester
- Full-time
Group Chief Procurement Officer
Thomas Franks Ltd —Hook Norton
- Full-time
- Hospitality
- Analysis skills
- Food service
- Employee assistance programme
- Employee discount
Quick apply
5d
Customer Service Advisor - Part-Time Evenings/Weekends
ZPos —Swindon
- £13.33 an hour
- Overtime
- Customer service
- In-person
- Restaurant experience
- Free parking
- Annual leave
12d
Call Listening Administrator
Usay Compare —Cirencester
- £26,228 a year
- Analysis skills
- Communication skills
- Annual leave
- Employee discount
Quick apply
Client Style Advisor
Stella McCartney Ltd —Bicester
- Full-time
- Spanish
- Sales
- Customer service
- Employee discount
8d
L&D Programme Director
Ashorne Hill Management College —Leamington Spa
- From £47,000 a year
- Full-time
- Presentation skills
- Human resources
- In-person
- Health & wellbeing programme
- Employee discount
Quick apply
Call Handler
United Infrastructure —Thame
- Full-time
- Microsoft Outlook
- Customer service
- Communication skills
Quick apply
Customer Success Advisor
Mears Group —Evesham
- Up to £30,000 a year
- Monday to Friday
- Communication skills
- Annual leave
- Employee discount
Renewals Sales Adviser
Usay Compare —Cirencester
- £35,000 a year
- Hybrid work
- Sales
- Communication skills
Quick apply
CRM Consultant
BabelQuest —Oxford
- Weekend availability
- Hybrid work
- IT
- Flexible schedule
Client Advisor - Bicester
Loro Piana —Bicester
- Full-time
- Sales
- English
5d
Private Client Corporate Consultancy Lead
St. James's Place —Cirencester
- Sales
- IT
- Communication skills
- Annual leave
2d
Private Client Consultancy Manager
St. James's Place —Cirencester
- Sales
- IT
- Leadership
- Annual leave
2d
Occupational Health Advisor
Optima Health —Oxford
- Up to £45,000 a year
- Part-time
- Hybrid work
- Travel
- In-person
- Paid training
- Annual leave
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
Sales Advisor, Bicester Village
Orlebar Brown —Bicester
- Full-time
- Customer service
- Communication skills
- Annual leave
- Employee discount

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client advisor jobs near charlbury, oxf

Financial Planning Administrator

Amber Wealth -
Witney

Quick apply

Job details

Permanent | Full-time
£25,000 - £32,500 a year
14 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 charlbury, oxf

Financial Planning Administrator

Mortgage Advisor

Insurance Advisor

SAINT LAURENT Client Advisor (Bicester)

Group Chief Procurement Officer

Customer Service Advisor - Part-Time Evenings/Weekends

Call Listening Administrator

Client Style Advisor

L&D Programme Director

Call Handler

Customer Success Advisor

Renewals Sales Adviser

CRM Consultant

Client Advisor - Bicester

Private Client Corporate Consultancy Lead

Private Client Consultancy Manager

Occupational Health Advisor

Employee Relations Advisor

Principal HubSpot Consultant

Sales Advisor, Bicester Village

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

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