Financial administrator Work, Jobs in Westfield, Gls (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
12d
HR Systems Administrator
Hazlewoods —Cheltenham
- £33,000 - £36,000 a year
- Full-time
- Data analysis skills
- Human resources
- Organisational skills
- Annual leave
- Employee assistance programme
Quick apply
Head of Finance & Accounts
Blushes —Cheltenham
- Up to £50,000 a year
- Full-time
- Heavy lifting
- Accounting
- Data entry
Quick apply
7d
Administrator - Life & Pensions
Capita —Cheltenham
- Part-time
- Remote
- Microsoft Office
- Administrative experience
- Organisational skills
- Employee discount
- Flexible schedule
Housing Administrator
Advance Housing and Support Ltd —Witney
- Up to £23,866.65 a year
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- Administrative experience
- Annual leave
- Employee assistance programme
Insurance Administrator
PoloWorks —Cheltenham
- £24,787 a year
- Hybrid work
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Financial Services Administrator
Odyssey Financial Planning Ltd —Cheltenham
- Up to £30,000 a year
- Overtime
- Hybrid work
- Basic maths
- Organisational skills
- Financial services
Quick apply
3d
Administrator
Bupa —Worcester
- £26,800 a year
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
- Employee discount
- Gym membership
Quick apply
10d
Administrator
RE People —Moreton-In-Marsh
- £27,000 - £28,000 a year
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
11d
Accounts Payable & Expenses Administrator
Northrop Grumman —Cheltenham
- £26,000 - £29,000 a year
- Hybrid work
- Communication skills
- Time management
13d
IFA Administrator
Brevere Group —Gloucester
- £30,000 - £40,000 a year
- Hybrid work
- Organisational skills
3d
Administrator
Alexander Mann Solutions (AMS) —Swindon
- £13.60 an hour
- Full-time
- Communication skills
Finance Administrator
Worcestershire County Council —Cleeve Prior
- £7,156 - £7,628 a year
- English
- School
3d
Strutt & Parker - Administrator
BNP Paribas —Cirencester
- Full-time
- Microsoft Outlook
- Customer service
- Organisational skills
- Annual leave
- Employee discount
Call Listening Administrator
Usay Compare —Cirencester
- £26,228 a year
- Analysis skills
- Communication skills
- Annual leave
- Employee discount
Quick apply
14d
Business Support Administrator
Benefact Group —Cheltenham
- Full-time
- Hybrid work
- Annual leave
- Sick pay
13d
Client Services Administrator
Wren Sterling —Gloucester
- £26,000 - £30,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Health & wellbeing programme
- Work from home
Quick apply
6d
Project Administrator
Serco Plc —Swindon
- £25,000 - £27,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
10d
MRO Administrator
Ontic —Tewkesbury
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
- Annual leave
- Employee assistance programme
Asset Value CAD Administrator
Last Mile Group —Stonehouse
- Up to £27,000 a year
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee assistance programme
12h

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Financial Planning Administrator

Amber Wealth -
Witney

Quick apply

Job details

Permanent | Full-time
£25,000 - £32,500 a year
12 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 administrator jobs in westfield, gls

Financial Planning Administrator

HR Systems Administrator

Head of Finance & Accounts

Administrator - Life & Pensions

Housing Administrator

Insurance Administrator

Financial Services Administrator

Administrator

Administrator

Accounts Payable & Expenses Administrator

IFA Administrator

Administrator

Finance Administrator

Strutt & Parker - Administrator

Call Listening Administrator

Business Support Administrator

Client Services Administrator

Project Administrator

MRO Administrator

Asset Value CAD Administrator

I want to receive the latest job alerts for financial administrator in westfield, gls

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