Financial advisor 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
10d
Parts Advisor
LISTER WILDER LTD —Bibury
- Up to £35,000 a year
- Full-time
- Customer service
- In-person
- Phone etiquette
- Free parking
- Health & wellbeing programme
Quick apply
Financial Advisor
NGEN Financial Planning —Cheltenham
- £30,000 - £100,000 a year
- Part-time
- Hybrid work
- English
- Financial services
- In-person
- Profit sharing
- Flexitime
Quick apply
10d
Insurance Advisor
Howden Group Holdings —Evesham
- Full-time
- Hybrid work
- Employee discount
Parts Advisor
Alliance Automotive Group CV —Swindon
- Communication skills
- Employee discount
Quick apply
12d
Mortgage Advisor
NGEN Financial Planning —Cheltenham
- £25,000 - £60,000 a year
- Part-time
- Hybrid work
- English
- In-person
- Profit sharing
- Flexitime
Quick apply
10d
Experienced Data Analyst
iPipeline —Cheltenham
- Full-time
- Data analysis skills
- SQL
- Analysis skills
9d
Financial Accountant
Attivo Group —Cheltenham
- £35,000 - £55,000 a year
- Full-time
- Hybrid work
- Accounting
- Organisational skills
- Financial services
Quick apply
4d
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
Holiday Home Sales Advisor - Hoburne Cotswold
Hoburne —Cirencester
- £28,600 a year
- Weekend availability
- Sales
- Employee assistance programme
- Employee discount
9d
Cyber Security Apprentice
Key Sigma Ltd —Cheltenham
- £15,600 - £24,863 a year
- Full-time
- English
- Machine learning
- IT
- Free parking
- Sick pay
Quick apply
Assistant Branch Manager
Alliance Automotive Group LV —Cirencester
- Windows
- Employee discount
Quick apply
5d
Facilities Compliance Manager
Caring for Communities and People —Cheltenham
- £31,060 a year
- Full-time
- Microsoft Outlook
- Organisational skills
- In-person
- Annual leave
- Employee discount
3d
Branch Manager
Alliance Automotive Group LV —Swindon
- Windows
- Employee discount
Quick apply
5d
Service Manager (Automotive)
Baylis Automotive —Gloucester
- Up to £50,000 a year
- Full-time
- Management
- Customer service
- Analysis skills
- Free parking
- Store discount
Quick apply
Tesco Travel Money Advisor
Travelex —Cirencester
- £13.50 an hour
- Overtime
- Customer service
- Employee discount
9d
Chocolate Advisor
Lindt Careers —Swindon
- Bar
- Analysis skills
- IT
Senior Technical Paraplanner
Hazlewoods —Cheltenham
- £45,000 - £52,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Annual leave
Quick apply
Call Listening Administrator
Usay Compare —Cirencester
- £26,228 a year
- Analysis skills
- Communication skills
- Annual leave
- Employee discount
Quick apply
12d
Senior Partner Success Advisor
Onecom —Gloucester
- Monday to Friday
- CRM software
- Customer service
- IT
- Employee discount
Quick apply

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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

financial advisor jobs in westfield, gls

Financial Planning Administrator

Parts Advisor

Financial Advisor

Insurance Advisor

Parts Advisor

Mortgage Advisor

Experienced Data Analyst

Financial Accountant

Customer Experience Manager - Prestige and Specialist Vehicles

Holiday Home Sales Advisor - Hoburne Cotswold

Cyber Security Apprentice

Assistant Branch Manager

Facilities Compliance Manager

Branch Manager

Service Manager (Automotive)

Tesco Travel Money Advisor

Chocolate Advisor

Senior Technical Paraplanner

Call Listening Administrator

Senior Partner Success Advisor

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

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