Client advisor Work, Jobs in Summertown, 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 —Oxford
- £60,000 - £100,000 a year
- Remote
Patient Advisor / Treatment Advisor
Optimax Clinics Limited —Reading
- £12.71 an hour
- Part-time
- Customer service
- Travel
- Patient care
- Annual leave
- Employee discount
Quick apply
3d
Occupational Health Advisor
Optima Health —Oxford
- Up to £45,000 a year
- Part-time
- Hybrid work
- Travel
- In-person
- Paid training
- Annual leave
Call Handler
United Infrastructure —Thame
- Full-time
- Microsoft Outlook
- Customer service
- Communication skills
Quick apply
SAINT LAURENT Client Advisor (Bicester)
Saint Laurent —Bicester
- Full-time
EHS Advisor
Mercury Engineering —Oxford
- Computer skills
- Communication skills
VAT Advisor
RBCVAT Limited —Reading
- £45,000 - £60,000 a year
- Full-time
- In-person
- Tax experience
Quick apply
10d
Business Development Executive
AKONI TECHNOLOGIES LTD —Reading
- £27,000 - £38,000 a year
- Full-time
- Hybrid work
- CRM software
- Sales
- Business development
- Free parking
- Employee discount
Quick apply
3d
Global Client Partner - FMCG Accounts
MMR Research —Oxford
- Full-time
- Hybrid work
Quick apply
3d
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
Service Advisor
Command —Oxford
- £32,000 a year
- Customer service
- Organisational skills
- Communication skills
- Annual leave
- Employee discount
Quick apply
Senior Cost Manager - Oxford
Arcadis —Oxford
Client Care Advisor
Vets for Pets —Reading
- Part-time
- Computer literacy
- Employee discount
10d
Accommodation Advisor
Ingeus UK —Oxford
- £30,010.60 a year
- Full-time
- Administrative experience
- Travel
- IT
- Annual leave
- Employee assistance programme
Customer Service Advisor - Part-Time Evenings/Weekends
ZPos —Swindon
- £13.33 an hour
- Overtime
- Customer service
- In-person
- Restaurant experience
- Free parking
- Annual leave
7d
Store Manager - Bicester
Ermenegildo Zegna —Bicester
- English
- Business development
- Leadership
Quick apply
School Leaver Accounts Training Programme (AAT) - Oxford - Summer 2026
Gravita —Oxford
- Seasonal
- Hybrid work
- Accounting
Quick apply
Principal HubSpot Consultant
BabelQuest —Oxford
- Weekend availability
- Hybrid work
- IT
- Annual leave
- Flexible schedule
Client Style Advisor
Stella McCartney Ltd —Bicester
- Full-time
- Spanish
- Sales
- Customer service
- Employee discount
4d

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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

client advisor jobs in summertown, oxf

Financial Planning Administrator

Mortgage Advisor

Patient Advisor / Treatment Advisor

Occupational Health Advisor

Call Handler

SAINT LAURENT Client Advisor (Bicester)

EHS Advisor

VAT Advisor

Business Development Executive

Global Client Partner - FMCG Accounts

Territory Manager, Respiratory devices, Oxford to South Coast

Service Advisor

Senior Cost Manager - Oxford

Client Care Advisor

Accommodation Advisor

Customer Service Advisor - Part-Time Evenings/Weekends

Store Manager - Bicester

School Leaver Accounts Training Programme (AAT) - Oxford - Summer 2026

Principal HubSpot Consultant

Client Style Advisor

I want to receive the latest job alerts for client advisor in summertown, oxf

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