Wealth management Work, Jobs in Oxford (with Salaries)

Client Account Assistant
Lifestyle Wealth Limited —Bierton
- £26,500 - £32,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply
14d
Junior Stewardship Analyst
Invesco —Henley on Thames
- Full-time
- Hybrid work
- Analysis skills
- Bachelor's degree
- Communication skills
- Annual leave
- Life insurance
7d
Area Tree Officer
OXFORDSHIRE COUNTY COUNCIL —Witney
- £34,434 - £37,280 a year
- Part-time
- School
- Employee assistance programme
- Employee discount
IT Specialist
AIOI NISSAY DOWA INSURANCE MANAGEMENT LIMITED (ANDIM) —Oxford
- Full-time
- Microsoft Access
- Azure
- System design
- Annual leave
- Employee assistance programme
13d
Business Admin Assistant
Eight Financial Advice —Marlow
- £28,000 a year
- Full-time
- Hybrid work
- Computer literacy
- No experience needed
- Data entry
- Employee assistance programme
Quick apply
Head of Accounting
Airbus Helicopters UK Ltd —Oxford
- Full-time
- Sales
- Maintenance
- Leadership
- Annual leave
- Employee assistance programme
6d
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Head of Finance
AIOI NISSAY DOWA INSURANCE MANAGEMENT LIMITED (ANDIM) —Oxford
- Full-time
- Master's degree
- Accounting
- Business
- Annual leave
- Employee assistance programme
European Finance Project Manager (FTC)
Linde —Swindon
- £45,000 - £55,000 a year
- Oracle
- PMP
- Flexible schedule
5d
Machine Learning Engineer 1
AIOI NISSAY DOWA INSURANCE MANAGEMENT LIMITED (ANDIM) —Oxford
- Computer Science
- Master's degree
- Machine learning
- Annual leave
- Employee assistance programme
Business Development Manager
Eight Financial Advice —Marlow
- £42,000 - £48,000 a year
- Full-time
- Hybrid work
- Business development
- Organisational skills
- Financial services
- Employee assistance programme
Quick apply
13d
Data Privacy Assistant Manager
BDO —Reading
- Full-time
- Analysis skills
- Organisational skills
- AI
Audit Stream Learning and Development - US Curriculum Lead
BDO —Reading
- Full-time
- Management
- Travel
- Communication skills
Learning Assistant
GLF Schools —Didcot
- £18,572 - £23,914 a year
- Temporary
- Administrative experience
- Classroom experience
- IT
4d
Onsite Warehouse Support Specialist
ShipBob, Inc. —Abingdon
- Full-time
- English
- IT
- In-person
Quick apply
Tax Audit and Accounting Group, Assistant Manager
BDO —Reading
- Full-time
- Mentoring
- Leadership
- Tax experience
Contracts Manager
AmcoGiffen —Theale
- £80,000 - £90,000 a year
- Full-time
- Civil engineering
- Engineering
- Maintenance
- Annual leave
Quick apply
4d
Transaction Services Manager/Senior Manager
BDO —Reading
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Management
Aesop Store Manager | Bicester | Full Time FTC Until 03.01.2027
l'Oréal —Bicester
- Weekend availability
- Management
- Customer service
- Computer literacy
- Employee assistance programme
Quick apply
Senior Sales Executive BFSI UKI
Stibo Systems —Reading
- Full-time
- Hybrid work
- Sales
- Salesforce
- AI

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Client Account Assistant

Lifestyle Wealth Limited
Bierton

Quick apply

Job details

Permanent | Full-time
£26,500 - £32,000 a year
14 days ago

Benefits

Free parking
Company pension
On-site parking

Qualifications

Financial planning
Report writing
Analysis skills
Organisational skills
Financial services

Full job description

Client Account Assistant – Full-Time

Lifestyle Wealth Limited

Lifestyle Wealth is a financial planning and wealth management firm based in Bierton, Buckinghamshire. We help individuals, couples and families make clear and confident financial decisions about their future.

Our work includes advising clients on pensions, retirement planning, investments, ISAs, inheritance tax planning, protection and long-term financial planning. We take time to understand each client’s personal circumstances, goals and concerns, before providing advice that is tailored to them.

We are looking for a friendly, organised and detail-focused Client Account Assistant to join our small but growing team at Lifestyle Wealth on a full-time basis.

Lifestyle Wealth was established 3 years ago, although our team has worked together for many years.

We pride ourselves on delivering an excellent service to our clients, helping them make clear and confident financial decisions.

We currently look after over 300 clients and manage more than £100 million of client assets.

This is a great opportunity for someone who enjoys administration, client service and working as part of a supportive team.

The Role

As Client Account Assistant, you will support the wider team with the day-to-day administration involved in looking after our clients.

You will work closely with our Practice Manager to help ensure that client records, provider information and review documents are accurate, up to date and processed efficiently.

The role will include:

Processing Letters of Authority and liaising with providers
Chasing information from pension, investment and protection companies
Supporting the annual review process by collecting valuations, transaction histories, fee information and other relevant client data
Helping to prepare information for client reviews, including analytics and supporting documentation
Completing ID checks and ensuring records are kept up to date
Preparing simple client letters, such as withdrawal confirmations
Supporting post-meeting documentation following annual planning workshops
Updating internal systems accurately and in line with compliance requirements
Working with the Practice Manager and wider team to help deliver the best outcomes for clients

About You

We are looking for someone who is:

Highly organised and able to manage tasks through to completion
Accurate, with strong attention to detail
Confident communicating with providers and clients by email and phone
Comfortable using systems and keeping records up to date
Reliable, proactive and willing to help where needed
Professional, friendly and client-focused.

Previous experience in financial services would be helpful, but it is not essential. Full support and training will be provided.

Hours

This is a full-time role, working Monday to Friday, based around normal office hours. We are looking for someone who can become an important part of the team and provide consistent day-to-day support to our clients, advisers and Practice Manager.

Why Join Lifestyle Wealth?

You will be joining a small, supportive and ambitious business where your role will genuinely make a difference. We care deeply about our clients and take pride in providing a personal, high-quality service.

This role would suit someone who enjoys being part of a team, likes getting things organised, and wants to contribute to a growing financial planning business.

How to Apply

Please send your CV and a short covering email explaining why you are interested in the role to [email protected].

Pay: £26,500.00-£32,000.00 per year

Benefits:

Free parking
On-site parking

Work Location: In person

Quick apply

Refine Your Search

wealth management jobs in oxford

Client Account Assistant

Junior Stewardship Analyst

Area Tree Officer

IT Specialist

Business Admin Assistant

Head of Accounting

Financial Planning Administrator

Head of Finance

European Finance Project Manager (FTC)

Machine Learning Engineer 1

Business Development Manager

Data Privacy Assistant Manager

Audit Stream Learning and Development - US Curriculum Lead

Learning Assistant

Onsite Warehouse Support Specialist

Tax Audit and Accounting Group, Assistant Manager

Contracts Manager

Transaction Services Manager/Senior Manager

Aesop Store Manager | Bicester | Full Time FTC Until 03.01.2027

Senior Sales Executive BFSI UKI

I want to receive the latest job alerts for wealth management in oxford

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