Finance 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
Finance Assistant
University of Oxford —Oxford
- £32,108 - £37,338 a year
- Full-time
- IT
8d
Accounts and Inventory Administrator
Joy Limited —Wendover
- £15 - £17 an hour
- Part-time
- Hybrid work
- Microsoft Office
- Communication skills
- Health & wellbeing programme
- Employee discount
Quick apply
4d
Financial Controller
The Spread Eagle Hotel, Thame —Thame
- £15.00 - £17.50 an hour
- Part-time
- Hospitality
- Hotel
- QuickBooks
- Free parking
- Employee discount
Quick apply
9d
Commercial Account Handler
Howden Group Holdings —Oxford
- Full-time
- Hybrid work
- Employee discount
Finance Manager
Greenplant Ltd —Wheatley
- £40,000 - £45,000 a year
- Full-time
- Presentation skills
- Travel
- Human resources
Quick apply
4d
Finance Business Partner
The Orders of St Johns Care Trust —Aylesbury
- £44,500 - £59,000 a year
- Monday to Friday
- Accounting
Quick apply
10d
Junior Finance Administrator - Part time
Green Retreats —Aylesbury
- £26,500 - £27,500 a year
- Part-time
- Hybrid work
- Microsoft Excel
- QuickBooks
- Financial services
- Free parking
- Health & wellbeing programme
Quick apply
3d
Commercial Account Executive
Howden Group Holdings —Oxford
- Full-time
- Hybrid work
- Employee discount
Senior Finance Officer
University of Oxford —Oxford
- £35,681 - £41,636 a year
- Full-time
- Communication skills
8d
Finance Officer
Make-A-Wish UK —Reading
- £17,097.41 a year
- Part-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Organisational skills
- Annual leave
Quick apply
5d
Finance Officer
Magdalen College —Oxford
- £30,378 - £38,784 a year
- Full-time
- Microsoft Excel
- Analysis skills
- University
Quick apply
Finance Assistant
University of Oxford TSS —Oxford
- £14.98 an hour
- Temporary
- Microsoft Word
- Microsoft Excel
- Oracle
- Annual leave
10d
Finance Project Officer
University of Oxford TSS —Oxford
- £20.77 an hour
- Temporary
- Analysis skills
- Project management
3d
Lloyds Banking Group Customer Support - Oxford
Lloyds Banking Group —Carfax
- £26,200 - £26,950 a year
- Full-time
- Customer service
- Financial services
- Banking
Financial Modeller
HydraB —Oxford
- Full-time
- Hybrid work
- Microsoft Excel
- Python
- Employee assistance programme
- Employee discount
Quick apply
FP&A Analyst
Oxford Photovoltaics Limited —Yarnton
- Full-time
- Microsoft Excel
- Analysis skills
- Travel
Quick apply
Finance Manager
St Edward's School —Oxford
- £50,000 - £65,000 a year
- Full-time
- Bachelor's degree
- In-person
- Leadership
- Free parking
- Annual leave
Quick apply
5d
Business Analyst
Nationwide Building Society —Swindon
- From £35,000 a year
- Temporary
- Analysis skills
Mortgage Advisor
The Mortgage Experts —Oxford
- £60,000 - £100,000 a year
- Remote

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

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

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

finance jobs in summertown, oxf

Financial Planning Administrator

Finance Assistant

Accounts and Inventory Administrator

Financial Controller

Commercial Account Handler

Finance Manager

Finance Business Partner

Junior Finance Administrator - Part time

Commercial Account Executive

Senior Finance Officer

Finance Officer

Finance Officer

Finance Assistant

Finance Project Officer

Lloyds Banking Group Customer Support - Oxford

Financial Modeller

FP&A Analyst

Finance Manager

Business Analyst

Mortgage Advisor

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

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected