Insurance 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
Customer Service Advisor
Valda Energy —Bicester
- Up to £26,000 a year
- Customer service
- Negotiation
- Annual leave
- Employee assistance programme
Automotive Service Advisor
Waylands Automotive —Oxford
- Up to £40,800 a year
- Full-time
- Customer service
- In-person
- Mechanical knowledge
- Health & wellbeing programme
- Employee discount
Quick apply
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 Service/Office Administrator
Elegancy Blinds Limited —Milton Keynes
- £26,000 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- English
- Free parking
- Store discount
Quick apply
8d
Insurance Advisor
Howden Group Holdings —Aylesbury
- Full-time
- Hybrid work
- Employee discount
4d
Recruitment Advisor
Bamford Collection —Moreton-In-Marsh
- £38,000 a year
- Full-time
- Hospitality
- Time management
- Employee assistance programme
- Employee discount
Quick apply
7d
Customer Support Advisor
Guardsman Industries —Abingdon
- £24,358.62 - £24,788.48 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Store discount
Quick apply
2d
Service Advisor
Marshall Motor Group —Abingdon
- £33,733 a year
- Customer service
- Communication skills
- Annual leave
- Employee discount
Quick apply
Talent Lead
Dalcour Maclaren —Bicester
- Military
- Organisational skills
- Communication skills
- Free parking
- Annual leave
Quick apply
2d
Customer Service Advisor
Ingram Micro —Milton Keynes
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
- Referral programme
9d
Account Executive (Desk-Based)
PIB Group Services Ltd. —Warwick
- Hybrid work
- Customer service
- Retail management
- Communication skills
Quick apply
Parts Advisor
Lookers —Buckingham
- £29,000 a year
- Full-time
- Customer service
- IT
- Communication skills
- Annual leave
Quick apply
Senior Talent Partner
Dalcour Maclaren —Bicester
- Military
- Continuous improvement
- Mentoring
- Free parking
- Annual leave
Quick apply
2d
Compliance Consultant
Valpak —Stratford-upon-Avon
- £28,850 - £35,000 a year
- Full-time
- Remote
- Microsoft Excel
- Customer service
- Microsoft Office
- Annual leave
People Advisor
HydraB —Oxford
- Full-time
- Human resources
- Employee assistance programme
Quick apply
Territory Manager, Respiratory devices, Oxford to South Coast
Fisher and Paykel Healthcare UK —Oxford
- £46,000 - £50,500 a year
- Full-time
- Sales
- Customer service
- Presentation skills
- Life insurance
Quick apply
3d
Office Assistant
NIO Performance Engineering —Witney
- £17,000 - £18,500 a year
- Part-time
- Microsoft Powerpoint
- Organisational skills
- IT
- Free parking
- Life insurance
Quick apply
5d
People & Culture Advisor (6 month FTC)
Blue Cross —Burford
- £29,500 - £34,000 a year
- Part-time
- Hybrid work
- Microsoft Office
- Human resources
- Communication skills
- Employee assistance programme
- Employee discount
Quick apply
Client Advisor - Marsh Multinational
Marsh —Milton Keynes
- Full-time
- Hybrid work
- IT

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insurance advisor jobs near somerton, oxf

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

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