Senior financial planning assistant Work, Jobs in Exeter, Eng (with Salaries)

Senior Financial Planning Assistant
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- Full-time
- Customer service
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Senior Financial Planning Assistant

Charles Stanley -
Exeter

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Job details

Full-time

Benefits

Company pension

Qualifications

Financial planning
Customer service
Communication skills

Full job description

Are you an experienced Financial Planning Assistant looking to take the next step in your career? Do you thrive in a fast‑paced, client‑focused environment where accuracy, organisation and teamwork truly matter? If so, this could be the perfect opportunity for you.

We’re looking for a proactive and detail‑driven Financial Planning Assistant to support one or two of our Financial Planners and play a key role in mentoring and developing trainee and apprentice FP Assistants. This is a fantastic chance to join a collaborative team where your expertise will directly contribute to exceptional client service and the smooth running of our advice process.

What you’ll be doing:

You’ll be at the heart of our client journey, ensuring every stage runs efficiently and professionally. Your responsibilities will include:

Preparing pre‑meeting packs for new clients
Drafting client engagement letters alongside Financial Planners
Recording and maintaining client information in Intelligent Office (IO)
Adding, updating and monitoring tasks within IO
Processing platform work, including new business submissions, cash management and fund switches
Assisting with four‑eye checks to maintain accuracy and compliance
Using provider websites to gather product information and valuations
Submitting and tracking new business
Supporting Financial Planners with Annual Reviews
Liaising with life offices, IMS and other third‑party providers
Handling client queries and taking incoming calls when required
Keeping Financial Planners updated on pipeline and in‑progress cases
Working closely with Paraplanners and the review team to ensure timely production of reports
Adding client remuneration expectations to IO and generating invoices where appropriate
Submitting Letters of Authority and gathering required information
Completing AML checks, including ID verification and ID3 Global processing
Producing client valuations using IO and Figaro
Supporting with trusts and death claims
Acting as a subject matter expert in one or more specialist areas (e.g., trusts, DB pension transfers)

What you’ll bring:

We’re looking for someone who combines technical capability with a strong client‑service mindset.

Qualifications & Experience:

Degree‑level education (or equivalent) preferred
Minimum of 4 years’ experience in Financial Planning support

Skills & Attributes:

Excellent customer service skills
Strong written and verbal communication
Exceptional attention to detail
Highly organised and able to prioritise effectively
Confident mentoring and supporting junior team members

Why join us?

You’ll be part of a supportive, knowledgeable team that values collaboration, continuous improvement and professional development. We’ll give you the tools, training and environment to grow your expertise and progress your career within financial planning.

Apply Now

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