client advisor Work, Jobs in eynsham, 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
4d
PRADA Client Advisor, Bicester
Prada —Bicester
- Customer service
- English
- Communication skills
Trainee Occupational Health Advisor
Optima Health —Oxford
- £36,000 - £38,000 a year
- Full-time
- Microsoft Outlook
- Computer literacy
- Paid training
- Annual leave
12d
Occupational Health Advisor
Optima Health —Oxford
- Up to £45,000 a year
- Part-time
- Hybrid work
- Travel
- In-person
- Paid training
- Annual leave
Mortgage Advisor
The Mortgage Experts —Oxford
- £60,000 - £100,000 a year
- Remote
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
9d
Accommodation Advisor
Ingeus UK —Oxford
- £30,010.60 a year
- Full-time
- Administrative experience
- Travel
- IT
- Annual leave
- Employee assistance programme
EHS Advisor
Mercury Engineering —Oxford
- Computer skills
- Communication skills
HSEQ Advisor
Network Plus —Kidlington
- £45,000 - £55,000 a year
- Construction
Quick apply
Employee Relations Advisor
Fugro —Wallingford
- Full-time
- Data analysis skills
- English
- Communication skills
- Referral programme
9d
Service Advisor
Command —Oxford
- £32,000 a year
- Customer service
- Organisational skills
- Communication skills
- Annual leave
- Employee discount
Quick apply
Call Listening Administrator
Usay Compare —Cirencester
- £26,228 a year
- Analysis skills
- Communication skills
- Annual leave
- Employee discount
Quick apply
6d
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
3d
CRM Consultant
BabelQuest —Oxford
- Weekend availability
- Hybrid work
- IT
- Flexible schedule
Compliance Manager
Edenred —Swindon
- Up to £80,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- No degree
- Financial services
Call Handler
United Infrastructure —Thame
- Full-time
- Microsoft Outlook
- Customer service
- Communication skills
Quick apply
L'Oréal Luxe Multi-Brand Beauty Advisor, Boots Oxford (22.5 Hours)
l'Oréal —Oxford
- Part-time
- Merchandising
- Administrative experience
- Referral programme
Quick apply
Principal HubSpot Consultant
BabelQuest —Oxford
- Weekend availability
- Hybrid work
- IT
- Annual leave
- Flexible schedule
Customer Service Advisor - Part-Time Evenings/Weekends
ZPos —Swindon
- £13.33 an hour
- Overtime
- Customer service
- In-person
- Restaurant experience
- Free parking
- Annual leave
2d
Renewals Sales Adviser
Usay Compare —Cirencester
- £35,000 a year
- Hybrid work
- Sales
- Communication skills
Quick apply
11d

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client advisor jobs near eynsham, oxf

Financial Planning Administrator

Amber Wealth -
Witney

Quick apply

Job details

Permanent | Full-time
£25,000 - £32,500 a year
4 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 eynsham, oxf

Financial Planning Administrator

PRADA Client Advisor, Bicester

Trainee Occupational Health Advisor

Occupational Health Advisor

Mortgage Advisor

Client Service Advisor

Accommodation Advisor

EHS Advisor

HSEQ Advisor

Employee Relations Advisor

Service Advisor

Call Listening Administrator

Customer Service Advisor/Administrator

CRM Consultant

Compliance Manager

Call Handler

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

Principal HubSpot Consultant

Customer Service Advisor - Part-Time Evenings/Weekends

Renewals Sales Adviser

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