Planning assistant Work, Jobs in Starcross, Dev (with Salaries)

Wealth Planning Assistant
Raymond James Wessex —Exeter
- £25,420 - £32,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
11d
GBP 8272 Community Law Clinic Assistant
University of Exeter —Exeter
- From £28,029 a year
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
1d
Administrative Assistant
Lyme Regis Town Council —Lyme Regis
- £13.47 - £14.13 an hour
- 8 hour shift
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Accounting
- Free parking
- Health & wellbeing programme
Quick apply
Marketing & Creative Design Assistant – £16 to £18 per hour
Plants Galore —Newton Abbot
- £16 - £18 an hour
- Full-time
- Microsoft Excel
- Social media management
- Data analysis skills
- Free parking
- Flexible schedule
8d
Grand Flex Nursery Assistant
Grandir UK —Torquay
- Up to £13.21 an hour
- Full-time
- Annual leave
- Employee discount
Quick apply
10d
Learning Leader
The Deaf Academy —Exmouth
- £20,492 - £27,146 a year
- Full-time
- School
- Free parking
11d
Early Years Assistant (Lunch Cover)
Grandir UK —Exeter
- £10.85 - £12.71 an hour
- Part-time
- Annual leave
- Employee discount
Quick apply
Lunch Cover
Grandir UK —Torquay
- Up to £12.71 an hour
- Part-time
- Annual leave
- Employee discount
Quick apply
2d
Assistant Retail Manager – 36 hours per week
The Antique Village Ltd —Exeter
- £25,500 a year
- Weekend availability
- Bar
- Heavy lifting
- Sales
- Free parking
Quick apply
1d
Security Officer
Sodexo —Exeter
- £13.10 an hour
- Monday to Friday
- IT
- Communication skills
- Free parking
- Employee assistance programme
Quick apply
4d
Assistant Residential Worker - Zero Hours/Relief
Cambridgeshire County Council —Woodland
- £25,583 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- IT
- Annual leave
- Employee discount
Teaching Assistant
The Harbour Schools Partnership —Tiverton
- £12,030 - £12,222 a year
- Full-time
- Childcare
- English
- Experience working with children
4d
Trainee Children’s Home Manager
CareTech Group —Torbay
- £30,000 - £38,000 a year
- Full-time
- Childcare
- Leadership
8d
Care Assistant
HC-One - Gittisham Hill House —Honiton
- £14.80 - £15.30 an hour
- Annual leave
- Employee assistance programme
Quick apply
Kitchen Assistant
City Gate, Exeter —Exeter
- £13 an hour
- Part-time
- Organisational skills
- Communication skills
- Employee discount
Quick apply
7d
Level 3 EYFS Teaching Assistant
The Harbour Schools Partnership —Cullompton
- £21,053 - £26,403 a year
- Full-time
- English
- Communication skills
- School
Senior Carer
Thurlestone Care Home —Dartmouth
- £14.50 an hour
- Temporary
- Care experience
- In-person
- Health & wellbeing programme
- Annual leave
Quick apply
10d
Private Client Tax Adviser
Old Mill —Exeter
- Hybrid work
- Analysis skills
- Communication skills
- Tax experience
- Employee assistance programme
- Employee discount
Quick apply
Breakfast & Lunch Chef
Stoke Lodge Hotel —Dartmouth
- From £13 an hour
- Part-time
- Serving
- Hospitality
- Culinary experience
- Free parking
- Employee discount
Quick apply
Assistant Planning Adviser
National Trust —Exeter
- £30,966 a year
- Full-time
- Hybrid work
- Travel
- Organisational skills
- Communication skills
- Free parking
- Employee assistance programme
13d

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Wealth Planning Assistant

Raymond James Wessex
Exeter

Quick apply

Job details

Permanent | Full-time
£25,420 - £32,000 a year
11 days ago

Benefits

Free parking

Qualifications

Financial planning
Organisational skills
Financial services

Full job description

Role

The Wealth Planning Assistant provides essential administrative, analytical, and client service support to Wealth Managers and Financial Planners. The role supports the full advice cycle, from annual reviews through to preparing planning cases, onboarding clients, and ensuring the high-quality delivery of work throughout the advice process.

This position builds strong foundational knowledge of financial planning, client servicing and systems.

The successful candidate will:

· Own client servicing tasks for our client bank

· Support the delivery of client review cycles, follow-ups and recurring servicing tasks

· Maintain accurate client records, workflows and management information

· Work closely with wealth managers/financial planners and paraplanners to support case preparation and client communication

· Help ensure client enquiries are handled professionally, warmly and efficiently

· Support compliance and operational processes in line with the firm’s standards

· Identify process friction and suggest practical improvements

· Escalate appropriately where judgement, authority or technical input is required

· Contribute to a professional, client-focused and supportive team culture

In this role, success means clients feel well looked after, wealth planners are freed to focus on advice and relationships, and operational processes run on time and to standard.

You will be expected to manage work proactively, keep tasks and records up to date, communicate promptly, and take ownership of the work entrusted to you. The role would suit someone who takes pride in doing things properly and enjoys being part of a professional, client-focused business.

We are committed to supporting the development of our people. This role offers the opportunity to build deep operational knowledge across wealth management administration, client service, compliance processes, and planning workflows. For the right person, there is the opportunity for future progression opportunities.

The ideal candidate will bring:

Strong administration and organisational skills
Excellent attention to detail
A warm and professional communication style
Confidence dealing with clients by email and telephone
The ability to manage tasks, deadlines and follow-ups reliably
A proactive approach to solving problems and improving processes
Comfortable working with CRM systems and workflow tools
A strong team ethic and willingness to support colleagues
An interest in developing a career within wealth management

What We Are Looking For:

We are looking for someone who is organised, reliable, professional, and comfortable working in a detailed, process-led environment.
You will need to be confident managing multiple tasks, maintaining accurate records and communicating clearly with both clients and colleagues. Prior experience in financial services administration, wealth management would be helpful, but the most important qualities are accuracy, ownership, professionalism, and a willingness to learn.

What Good Looks Like:

In this role, success means clients feel well looked after, wealth planners are freed to focus on advice and relationships, and operational processes run on time and to standard.
You will be expected to manage work proactively, keep tasks and records up to date, communicate promptly, and take ownership of the work entrusted to you. The role would suit someone who takes pride in doing things properly and enjoys being part of a professional, client-focused business.

Pay: £25,420.00-£32,000.00 per year

Benefits:

Free parking

Work Location: In person

Quick apply

Refine Your Search

planning assistant jobs in starcross, dev

Wealth Planning Assistant

GBP 8272 Community Law Clinic Assistant

Administrative Assistant

Marketing & Creative Design Assistant – £16 to £18 per hour

Grand Flex Nursery Assistant

Learning Leader

Early Years Assistant (Lunch Cover)

Lunch Cover

Assistant Retail Manager – 36 hours per week

Security Officer

Assistant Residential Worker - Zero Hours/Relief

Teaching Assistant

Trainee Children’s Home Manager

Care Assistant

Kitchen Assistant

Level 3 EYFS Teaching Assistant

Senior Carer

Private Client Tax Adviser

Breakfast & Lunch Chef

Assistant Planning Adviser

I want to receive the latest job alerts for planning assistant in starcross, dev

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