Financial advisor Work, Jobs in Wallingford, 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
11d
Sales Development Coach
MotorEasy —Reading
- £40,000 - £55,000 a year
- Full-time
- Sales
- Mentoring
- Financial services
- Health & wellbeing programme
Quick apply
11d
Mortgage Advisor
The Mortgage Experts —Oxford
- £60,000 - £100,000 a year
- Remote
VAT Advisor
RBCVAT Limited —Reading
- £45,000 - £60,000 a year
- Full-time
- In-person
- Tax experience
Quick apply
11d
Retailer Support Advisor
Castle Trust Bank —Basingstoke
- £26,500 a year
- Full-time
- Customer service
- Financial services
- Communication skills
- Employee assistance programme
- 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
3d
Service Advisor
Marshall Motor Group —Abingdon
- £33,733 a year
- Customer service
- Communication skills
- Annual leave
- Employee discount
Quick apply
Insurance Advisor
Howden Group Holdings —Newbury
- Full-time
- Hybrid work
- Employee discount
Employee Relations Advisor
Bidfood —Slough
- From £36,000 a year
- Remote
- Employee discount
Parts Advisor
Alliance Automotive Group LV —Aylesbury
- Communication skills
- 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
9d
Charity Finance Manager
Oxford Health NHS Foundation Trust —Oxford
- £39,959 - £48,117 a year
- Part-time
- Annual leave
- Employee assistance programme
2d
Lettings Progression Advisor
Chancellors —Camberley
- Up to £28,000 a year
- English
- IT
- Communication skills
- Employee assistance programme
- Employee discount
Quick apply
8d
Financial Advisor
AFH Wealth Management Cookham —Maidenhead
- £50,000.00 - £98,160.52 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Free parking
Quick apply
Customer Service Executive
Novuna —Newbury
- £27,000 a year
- Full-time
- Hybrid work
- Customer service
- Communication skills
5d
Senior Cost Manager - Oxford
Arcadis —Oxford
Energy Economist
Centrica —Windsor
- Analysis skills
Sales Advisor/ Retailer Advisor
BROAD STREET MALL —Reading
- £12.40 an hour
- Customer service
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
Junior Commercial Advisor
Verisure Services (UK) Limited —Newbury
- £3,800 a month
- Full-time
Quick apply

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financial advisor jobs near wallingford, oxf

Financial Planning Administrator

Amber Wealth -
Witney

Quick apply

Job details

Permanent | Full-time
£25,000 - £32,500 a year
11 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 wallingford, oxf

Financial Planning Administrator

Sales Development Coach

Mortgage Advisor

VAT Advisor

Retailer Support Advisor

IT Manager

Service Advisor

Insurance Advisor

Employee Relations Advisor

Parts Advisor

Group Financial Controller

Charity Finance Manager

Lettings Progression Advisor

Financial Advisor

Customer Service Executive

Senior Cost Manager - Oxford

Energy Economist

Sales Advisor/ Retailer Advisor

Customer Experience Manager - Prestige and Specialist Vehicles

Junior Commercial Advisor

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

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