Financial planning and analysis Work, Jobs in Lostwithiel, Con (with Salaries)

Financial Planning Associate - Plymouth
Atomos —Plymouth
- Hybrid work
- CRM software
- Microsoft Excel
- Organisational skills
Trust Management Accountant
Special Partnership Trust —Truro
- £55,000 - £60,000 a year
- Microsoft Excel
- Accounting
- School
2d
Operational Accountant
Watson-Marlow Fluid Technology Solutions —Falmouth
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- ERP systems
- Annual leave
Operational Accountant
Watson Marlow Fluid Technology Solutions —Falmouth
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- ERP systems
- Annual leave
Material Controller (on site)
BD —Plymouth
- £30,000 - £50,775 a year
- ERP systems
- Analysis skills
- Organisational skills
- Free parking
- Employee assistance programme
3d

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Financial Planning Associate - Plymouth
Atomos —Plymouth
You’re already established within Financial Planning and are now approaching the point of becoming a fully qualified Financial Planner.

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financial planning and analysis jobs near lostwithiel, con

Financial Planning Associate - Plymouth

Atomos -
Plymouth

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Job details

Benefits

Company pension
Private medical insurance

Qualifications

CRM software
Financial planning
Microsoft Excel
Organisational skills
Communication skills
Certificate in Insurance

Full job description

Career
You’re already established within Financial Planning and are now approaching the point of becoming a fully qualified Financial Planner. You’re looking for a role that bridges the final step, offering deeper client responsibility, advanced technical exposure, and a clear, supported route into an adviser position in the near term.

About the role
This role is centred around client relationship management and adviser development. You will work closely with a Financial Planner with a substantial client base, gaining exposure to high‑net‑worth clients and complex planning scenarios.

Over an expected one to two year development period. You will build the practical skills required to succeed, including how to engage and advise clients, develop your professional network, and contribute to lead generation, preparing you for a successful transition into an adviser role.

Accountabilities

Manage day‑to‑day client relationships, ensuring all requests are handled promptly and proactively.
Prepare for, attend, and follow up on client meetings, ensuring all post‑meeting actions are completed.
Review existing financial plans to ensure they continue to meet client needs.
Write financial planning reports as part of the onboarding process.
Review suitability reports and provide technical input for client meetings.
Prepare detailed cashflow reports.
Liaise with the admin and paraplanning teams to ensure work progresses smoothly.
Support occasional suitability report writing during peak periods.
Attend networking events and begin building your professional profile.
Use AI‑driven systems (including Saturn) to support analysis, modelling, and workflow efficiency as part of your daily work.

This is an integral role offering exceptional exposure, development, and mentorship. You will be supported through our Junior Financial Planner pathway, giving you a structured and achievable route to becoming an adviser.

Skills and Experience

Level 4 qualified (e.g. CII) in Financial Planning.
Strong understanding of financial planning processes and client service.
Technical capability across pensions, tax, cashflow modelling, and financial planning research.
Excellent communication skills and confidence engaging with clients.
Strong organisational skills and the ability to manage multiple priorities.
Experience with CRM systems (we use Xplan) and strong Excel skills.

Benefits

Competitive Pension Scheme - we contribute 6%, you 3%
26 days holiday plus bank holidays
Private Medical Insurance
Life Assurance (4x)
Group Income Protection
Work From Anywhere policy

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.

Apply Now

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financial planning and analysis jobs in lostwithiel, con

Financial Planning Associate - Plymouth

Trust Management Accountant

Operational Accountant

Operational Accountant

Material Controller (on site)

Other jobs to consider

I want to receive the latest job alerts for financial planning and analysis in lostwithiel, con

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