Wealth planning Work, Jobs in Exeter (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
1d
Client Services Associate (Full time or Part time)
William Highbourne Wealth Management —Exeter
- £25,000 - £30,000 a year
- Part-time
- English
- Microsoft Office
- Administrative experience
- Free parking
- Life insurance
Quick apply
19h
Financial Planning Administrator
Old Mill —Exeter
- Hybrid work
- Administrative experience
- Organisational skills
- Financial services
- Annual leave
- Employee assistance programme
RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planner)
Royal Bank of Canada —Exeter
- Full-time
- Customer service
- Communication skills
- Banking
Inter Dealer Broker Relationship Manager
London Stock Exchange Group —Exeter
- Full-time
- English
- Microsoft Office
9d
Client Administrator
Evelyn Partners —Exeter
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Communication skills
15h
Statutory Agreements (Planning & Environmental) Manager
Trowers & Hamlins —Exeter
- Full-time
- Hybrid work
- Team management
- Organisational skills
- Communication skills
Quick apply
Lecturer - Accounting and Finance
South Devon College —Paignton
- £29,978 - £38,664 a year
- Full-time
- Accounting
- Annual leave
- Employee assistance programme
Project Manager
Octavius Infrastructure —Exeter
- Full-time
- Hybrid work
- Engineering
- IT
- Construction experience
- Annual leave
Financial Planner
Charles Stanley —Exeter
- Full-time
- Mentoring
- Leadership
- Communication skills
Associate/Senior Associate - Private Wealth
Trowers & Hamlins —Exeter
- Full-time
- Hybrid work
- Communication skills
Quick apply
Lecturer - Community Learning
South Devon College —Paignton
- £29,978 - £38,664 a year
- Full-time
- Microsoft Office
- Teaching
- Annual leave
- Employee assistance programme
1d
Private Client Partner
Kitson Boyce —Exeter
- Full-time
- Hybrid work
- Mentoring
- Tax experience
- Employee assistance programme
- Sick pay
Quick apply
12d
Financial Adviser
Partnership Recruitment —Ipplepen
- Part-time
- Hybrid work
- School
Estate Administration Solicitor or Chartered Legal Executive
Tozers —Teignmouth
- Full-time
- Organisational skills
- Communication skills
1d
Knowledge Lawyer
Ashfords LLP —Exeter
- Part-time
- Project management
- Communication skills

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Wealth Planning Assistant

Raymond James Wessex
Exeter

Quick apply

Job details

Permanent | Full-time
£25,420 - £32,000 a year
1 day 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

wealth planning jobs in exeter

Wealth Planning Assistant

Client Services Associate (Full time or Part time)

Financial Planning Administrator

RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planner)

Inter Dealer Broker Relationship Manager

Client Administrator

Statutory Agreements (Planning & Environmental) Manager

Lecturer - Accounting and Finance

Project Manager

Financial Planner

Associate/Senior Associate - Private Wealth

Lecturer - Community Learning

Private Client Partner

Financial Adviser

Estate Administration Solicitor or Chartered Legal Executive

Knowledge Lawyer

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