Assistant management Work, Jobs in Silverton, 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
7d
Personal Assistant
Elysium Healthcare —Cullompton
- £27,431 a year
- Part-time
- Computer literacy
- Travel
- Organisational skills
- Free parking
- Annual leave
Quick apply
4d
Property Legal Assistant
Stamp James Solicitors —Exeter
- £25,000 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Sick pay
Quick apply
13d
Production Brewer
Topsham Brewery —Exeter
- £30,000 - £35,000 a year
- Full-time
- Quality control
- In-person
- Profit sharing
- Employee discount
Quick apply
13d
Live in Carer - Female Only
Yoke for Way Ahead Care —Taunton
- £904.40 - £919.80 a week
- Full-time
- English
- Driving
- In-person
- Paid training
- Employee assistance programme
Quick apply
Assistant Plant Manager - Gorst (Exeter)
ENGIE —Exeter
- Weekend availability
- Management
- Maintenance
- Analysis skills
GBP 8183 Student Recruitment & Events Assistant
University of Exeter —Exeter
- From £28,029 a year
- Weekend availability
- Hybrid work
- Microsoft Powerpoint
- Customer service
- University
Accounts Assistant
PSB Scaffolding Group Ltd —Newton Abbot
- £26,000 - £34,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Accounting
- Free parking
Quick apply
10d
School Administrator
Zero Corp —Ipplepen
- £13.70 an hour
- Part-time
- Microsoft Office
- Travel
- Organisational skills
- Free parking
- Sick pay
Quick apply
13d
Customer Service Assistant - Exeter
The Co-operative Bank —Exeter
- £25,725 a year
- Full-time
- Hospitality
- Customer service
- Computer literacy
4d
Business Services Assistant
Michelmores LLP —Exeter
- Call to connect
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
10d
Replenishment Assistant
Somerset NHS Foundation Trust —Taunton
- £25,760 - £27,476 a year
- Weekend availability
- Patient care
- Annual leave
- Employee discount
15h
Solar PV Project Manager
SunGift Solar —Exeter
- £28,000 - £40,000 a year
- Full-time
- Customer service
- Supervising experience
- Organisational skills
- Employee discount
Quick apply
5d
Clinical Business Operations Assistant
Somerset Council —Taunton
- £24,796 - £25,185 a year
- Full-time
- English
- Administrative experience
- Travel
- Annual leave
Retail Management Opportunities
TK Maxx —Exeter
- Full-time
- Employee discount
Lifestyle and Wellbeing Coordinator
Sanctuary Care —Exeter
- £13.27 an hour
- Nursing home
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Customer Service Assistant - Exeter
Coventry Building Society —Exeter
- £25,725 a year
- Full-time
- Hospitality
- Customer service
- Computer literacy
5d
Finance Assistant
Valor Hospitality —Exeter
- £14.42 an hour
- Hotel
- Communication skills
- Employee assistance programme
- Employee discount
Quick apply
13d
Administration and ticketing assistant
Expressions Holidays —Exeter
- From £26,000 a year
- Part-time
- Sales
- English
- Microsoft Office
- Flexible schedule
Assistant Accountant
Vertu Motors —Exeter
- Up to £28,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
- Employee discount
Quick apply
11d

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Wealth Planning Assistant

Raymond James Wessex
Exeter

Quick apply

Job details

Permanent | Full-time
£25,420 - £32,000 a year
7 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

assistant management jobs in silverton, dev

Wealth Planning Assistant

Personal Assistant

Property Legal Assistant

Production Brewer

Live in Carer - Female Only

Assistant Plant Manager - Gorst (Exeter)

GBP 8183 Student Recruitment & Events Assistant

Accounts Assistant

School Administrator

Customer Service Assistant - Exeter

Business Services Assistant

Replenishment Assistant

Solar PV Project Manager

Clinical Business Operations Assistant

Retail Management Opportunities

Lifestyle and Wellbeing Coordinator

Customer Service Assistant - Exeter

Finance Assistant

Administration and ticketing assistant

Assistant Accountant

I want to receive the latest job alerts for assistant management in silverton, dev

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