finance Work, Jobs in yarnton, 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
2d
Lloyds Banking Group Customer Support - Oxford
Lloyds Banking Group —Carfax
- £13,100 - £13,475 a year
- Part-time
- Customer service
- Financial services
- Banking
Finance Assistant
University of Oxford —Oxford
- £32,108 - £37,338 a year
- Full-time
- IT
5h
Finance Assistant
BabelQuest —Oxford
- Part-time
- Hybrid work
- IT
- Annual leave
- Flexible schedule
13d
Trainee Mortgage Adviser
The New Homes Group —Oxford
- £25,000 - £50,000 a year
- Full-time
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Quick apply
14d
Finance Officer
Magdalen College —Oxford
- £30,378 - £38,784 a year
- Full-time
- Microsoft Excel
- Analysis skills
- University
Quick apply
7d
Finance Treasury Assistant
University of Oxford —Oxford
- £32,108 - £37,338 a year
- Part-time
- Hybrid work
- Microsoft Excel
- Computer literacy
- University
- Annual leave
14d
Private Patient Finance Officer
Oxford University Hospitals NHS Foundation Trust —Oxford
- £28,392 - £31,157 a year
- Full-time
- Communication skills
7d
Assistant Financial Accountant
Oxford Health NHS Foundation Trust —Oxford
- £32,073 - £39,043 a year
- Full-time
- Annual leave
- Employee assistance programme
7d
Senior Finance Officer
University of Oxford —Oxford
- £35,681 - £41,636 a year
- Full-time
- Communication skills
5h
Accounts Receivable Officer
University of Oxford —Oxford
- £32,108 - £37,338 a year
- Part-time
- Hybrid work
- Communication skills
- School
4d
Finance Assistant
University of Oxford TSS —Oxford
- £14.98 an hour
- Temporary
- Microsoft Word
- Microsoft Excel
- Oracle
2d
Commercial Account Handler
Howden Group Holdings —Oxford
- Full-time
- Hybrid work
- Employee discount
14d
E&F Finance Administrator
Oxford Health NHS Foundation Trust —Oxford
- £25,760 - £27,476 a year
- Full-time
- Annual leave
- Employee assistance programme
14d
Financial Crime Analytics Consultant
Nationwide Building Society —Swindon
- From £35,000 a year
- Temporary
- SQL
- Analysis skills
- Presentation skills
Mortgage Advisor
The Mortgage Experts —Oxford
- £60,000 - £100,000 a year
- Remote
Research Finance Advisor
University of Oxford —Oxford
- £32,108 - £37,338 a year
- Full-time
- Hybrid work
- Oracle
- University
- In-person
- Annual leave
8d
Accounts Receivable (AR) Manager
Oxford Nanopore Technologies —Oxford
- Full-time
- ERP systems
- AI
14d
FP&A Analyst
Oxford Photovoltaics Limited —Yarnton
- Full-time
- Microsoft Excel
- Analysis skills
- Travel
Quick apply
Finance Director
Oxford Metric —Yarnton
- Full-time
- ERP systems
- Leadership
- Communication skills
- Free parking
- Annual leave

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Financial Planning Administrator

Amber Wealth -
Witney

Quick apply

Job details

Permanent | Full-time
£25,000 - £32,500 a year
2 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 yarnton, oxf

Financial Planning Administrator

Lloyds Banking Group Customer Support - Oxford

Finance Assistant

Finance Assistant

Trainee Mortgage Adviser

Finance Officer

Finance Treasury Assistant

Private Patient Finance Officer

Assistant Financial Accountant

Senior Finance Officer

Accounts Receivable Officer

Finance Assistant

Commercial Account Handler

E&F Finance Administrator

Financial Crime Analytics Consultant

Mortgage Advisor

Research Finance Advisor

Accounts Receivable (AR) Manager

FP&A Analyst

Finance Director

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

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