Financial advisor Work, Jobs in Chipping Campden Gl55 (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
12d
Insurance Advisor
Howden Group Holdings —Evesham
- Full-time
- Hybrid work
- Employee discount
Healthy Lifestyle Advisor
ICE Creates —Warwick
- £26,227.50 a year
- Weekend availability
- Hybrid work
- Bachelor's degree
- No degree
- Travel
- Health & wellbeing programme
- Sick pay
Quick apply
6d
Mortgage Advisor
The Mortgage Experts —Leamington Spa
- £60,000 - £100,000 a year
- Remote
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
Office Manager
Griffin's Auctioneers & Valuers —Warwick
- £14.00 - £17.50 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Free parking
- Flexitime
Quick apply
8d
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
1h
Financial Advisor
NGEN Financial Planning —Cheltenham
- £30,000 - £100,000 a year
- Part-time
- Hybrid work
- English
- Financial services
- In-person
- Profit sharing
- Flexitime
Quick apply
12d
Parts Advisor
LISTER WILDER LTD —Bibury
- Up to £35,000 a year
- Full-time
- Customer service
- In-person
- Phone etiquette
- Free parking
- Health & wellbeing programme
Quick apply
Experienced Data Analyst
iPipeline —Cheltenham
- Full-time
- Data analysis skills
- SQL
- Analysis skills
10d
Customer Experience Manager - Prestige and Specialist Vehicles
Unity Automotive Ltd - Unity Oxford —Kidlington
- £32,500 - £38,000 a year
- Full-time
- Customer service
- Driving
- Organisational skills
- Free parking
- Store discount
Quick apply
12d
Membership Sales Advisor
The Warwickshire Golf and Country Club —Warwick
- Part-time
- Sales
- Customer service
- Free parking
- Employee assistance programme
Group Chief Procurement Officer
Thomas Franks Ltd —Hook Norton
- Full-time
- Hospitality
- Analysis skills
- Food service
- Employee assistance programme
- Employee discount
Quick apply
2d
Trainee Mortgage Advisor
PRIMIS Mortgage Network —Solihull
- £50,000 a year
- Part-time
- Remote
Financial Accountant
Attivo Group —Cheltenham
- £35,000 - £55,000 a year
- Full-time
- Hybrid work
- Accounting
- Organisational skills
- Financial services
Quick apply
5d
Mortgage Advisor
NGEN Financial Planning —Cheltenham
- £25,000 - £60,000 a year
- Part-time
- Hybrid work
- English
- In-person
- Profit sharing
- Flexitime
Quick apply
12d
Service Manager (Automotive)
Baylis Automotive —Gloucester
- Up to £50,000 a year
- Full-time
- Management
- Customer service
- Analysis skills
- Free parking
- Store discount
Quick apply
Client Executive - Defense
Dassault Systèmes —Warwick
- Sales
- Bachelor's degree
- No degree
Reward and Benefits Co-Ordinator
Halfords —Redditch
- £30,000 a year
- Full-time
- Hybrid work
- Communication skills
- Annual leave
- Employee discount
5d
Audit & Accounts Associate - Graduate Programme
Ballards LLP —Droitwich
- Full-time
- Annual leave
- Employee assistance programme
Quick apply

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financial advisor jobs near chipping campden gl55

Financial Planning Administrator

Amber Wealth -
Witney

Quick apply

Job details

Permanent | Full-time
£25,000 - £32,500 a year
12 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

financial advisor jobs in chipping campden gl55

Financial Planning Administrator

Insurance Advisor

Healthy Lifestyle Advisor

Mortgage Advisor

L&D Programme Director

Office Manager

Cyber Security Apprentice