Financial advisor Work, Jobs in Somerton, 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
10d
Mortgage Advisor
The Mortgage Experts —Bletchley
- £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
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
11d
Financial ADVISOR AND PLANNER
JD HABITATS LTD —Milton Keynes
- £32,498.16 - £45,800.00 a year
- Part-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
3d
Parts Advisor
Alliance Automotive Group LV —Aylesbury
- Communication skills
- Employee discount
Quick apply
IT Manager
Farol Ltd. —Thame
- £45,000 - £60,000 a year
- Full-time
- Computer networking
- IT
- In-person
- Employee discount
Quick apply
2d
Experienced Mortgage/Loan Advisor, Property Investment & Tax Specialist
Holtram TLPI Ltd —Milton Keynes
- Up to £65,000 a year
- Full-time
- Hybrid work
- Sales
- Customer service
- Basic maths
- Work from home
Quick apply
5d
Service Advisor
Marshall Motor Group —Abingdon
- £33,733 a year
- Customer service
- Communication skills
- Annual leave
- Employee discount
Quick apply
Parts Advisor
Lookers —Buckingham
- £29,000 a year
- Full-time
- Customer service
- IT
- Communication skills
- Annual leave
Quick apply
Branch Manager
Alliance Automotive Group LV —Milton Keynes
- Windows
- Employee discount
Quick apply
Group Financial Controller
Tokamak Energy —Abingdon
- £90,000 - £110,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- ERP systems
- Accounting
Quick apply
8d
Group Chief Procurement Officer
Thomas Franks Ltd —Hook Norton
- Full-time
- Hospitality
- Analysis skills
- Food service
- Employee assistance programme
- Employee discount
Quick apply
1d
Charity Finance Manager
Oxford Health NHS Foundation Trust —Oxford
- £39,959 - £48,117 a year
- Part-time
- Annual leave
- Employee assistance programme
1d
Senior Cost Manager - Oxford
Arcadis —Oxford
Sales Advisor
The White Company —Bicester
- Customer service
- Employee discount
8d
Insurance Advisor
Howden Group Holdings —Aylesbury
- Full-time
- Hybrid work
- Employee discount
4d
Associate Director - IT and Digital Transformation
Principal Medical Limited —Bicester
- From £54,000 a year
- Part-time
- Computer Science
- Master's degree
- Bachelor's degree
- Bereavement leave
- Sick pay
Quick apply
3d
Junior Commercial Advisor
Verisure Services (UK) Limited —Towcester
- £3,800 a month
- Full-time
Quick apply
Associate Director - IT and Digital Transformation
Principal Medical —Bicester
- £90,000 a year
- Part-time
- Computer Science
- Master's degree
- Bachelor's degree
3d

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Financial Planning Administrator

Amber Wealth -
Witney

Quick apply

Job details

Permanent | Full-time
£25,000 - £32,500 a year
10 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 somerton, oxf

Financial Planning Administrator

Mortgage Advisor

L&D Programme Director

Customer Experience Manager - Prestige and Specialist Vehicles

Financial ADVISOR AND PLANNER

Parts Advisor

IT Manager

Experienced Mortgage/Loan Advisor, Property Investment & Tax Specialist

Service Advisor

Parts Advisor

Branch Manager

Group Financial Controller

Group Chief Procurement Officer

Charity Finance Manager

Senior Cost Manager - Oxford

Sales Advisor

Insurance Advisor

Associate Director - IT and Digital Transformation

Junior Commercial Advisor

Associate Director - IT and Digital Transformation

I want to receive the latest job alerts for financial advisor in somerton, oxf

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