Banking relationship Work, Jobs in Woodbury, Dev (with Salaries)

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
2d
Customer Experience Advisor | S1 | Retail Banking | Exeter Branch
A01 Santander UK plc —Exeter
- From £25,000 a year
- Part-time
- Customer service
- Banking
Relationship Director, Mid Markets - Plymouth & Exeter
Lloyds Banking Group —Exeter
- From £100,105 a year
- Full-time
- Hybrid work
- Communication skills
- Banking
- Negotiation
3d
Business Development Manager
Old Mill —Exeter
- Hybrid work
- Sales
- Business development
- Communication skills
Quick apply
Xtra Local Territory Sales Manager (TSM)
Bestway Group —Exeter
- £32,000 a year
- Full-time
- Sales
- Microsoft Office
- Communication skills
Quick apply
PACOM - Business Development Manager
Securitas Technology UK —Exeter
- Full-time
- Hybrid work
- Business development
- Travel
- Communication skills
Quick apply
RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planner)
Royal Bank of Canada —Exeter
- Full-time
- Customer service
- Communication skills
- Banking
Lecturer in Banking and Finance (E&S)
University of Exeter —Exeter
- £43,482 a year
- Doctoral degree
- University
- Banking
Finance & Data Protection Administrator
St Cuthbert Mayne School —Torquay
- £22,889 - £24,396 a year
- Administrative experience
- Organisational skills
- School
4d
Statutory Agreements (Planning & Environmental) Manager
Trowers & Hamlins —Exeter
- Full-time
- Hybrid work
- Team management
- Organisational skills
- Communication skills
Quick apply
Senior Associate - Construction Disputes
Trowers & Hamlins —Exeter
- Full-time
- Hybrid work
- Supervising experience
- Travel
- Contracts
Quick apply
Store Manager
Bestway Group —Uffculme
- Full-time
- Communication skills
Quick apply

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Client Services Associate (Full time or Part time)

William Highbourne Wealth Management
Exeter

Quick apply

Job details

Permanent | Part-time | Full-time
£25,000 - £30,000 a year
2 days ago

Benefits

Free parking
Cycle to work scheme
Financial planning services
Company pension
Company events
Life insurance
Childcare
On-site parking

Qualifications

Financial planning
Pension
English
Microsoft Office
Administrative experience
IT
Financial services
Communication skills
Banking
A Level

Full job description

Join a Growing Wealth Management Firm

William Highbourne Wealth Management is an independent financial planning and wealth management business providing advice to individuals, families and business owners across the South West and beyond.

As part of our continued growth, we are relocating to our new offices at Woodbury Business Park and are looking for enthusiastic and professional Client Services Associates to join our expanding team.

This is an excellent opportunity for someone who enjoys working with clients, is highly organised and wants to build a long-term career within financial services.

The Role

You will play a key role in supporting our advisers and ensuring clients receive an outstanding service throughout their financial planning journey.

Key Responsibilities

Providing administrative support to Financial Advisers and Wealth Managers.
Preparing client documentation and maintaining accurate client records.
Processing new business, fund switches, withdrawals and provider transactions.
Liaising with clients, providers, solicitors, accountants and other professional connections.
Responding to client enquiries in a professional and timely manner.
Managing client reviews and ensuring documentation is issued on time.
Assisting with suitability report preparation and recommendation implementation.
Maintaining CRM systems, workflows and compliance records.
Supporting advisers with diary management and client meeting preparation.
Ensuring all work is completed in line with FCA regulations, company procedures and Consumer Duty requirements.

The role involves significant interaction with clients and requires someone who takes pride in delivering exceptional service and building strong relationships. This aligns with the firm's emphasis on professional client contact, timely client communications and maintaining accurate client records.

About You

We would love to hear from candidates who have:

Essential

Excellent written and verbal communication skills.
Strong organisational and administrative abilities.
High attention to detail.
Good IT skills, including Microsoft Office and CoPilot.
Professional and friendly telephone manner.
Ability to prioritise workload and work as part of a team.

Desirable

Previous experience within financial services, financial planning, banking, pensions, investments or insurance.
Experience using platforms, CRMs or back-office systems.
Knowledge of FCA-regulated environments.
Progress towards or willingness to undertake industry qualifications.

What We Offer

Competitive salary from £23,132 up to £30,000, depending on experience.
4x salary Death in Service benefit.
Mintago salary sacrifice benefits platform.
NEST workplace pension.
Support with professional qualifications and career development.
Modern new offices at Woodbury Business Park.
Friendly and supportive team culture.
Opportunities for progression within a growing business.

Why Join William Highbourne?

We're building for the future. Our move to Woodbury Business Park marks an exciting new chapter, creating opportunities for ambitious people who want to grow with a successful and expanding wealth management business.

Whether you are an experienced administrator, a client services professional or looking to develop a long-term career in financial services, we'd love to hear from you.

Apply today with your CV and a short covering letter explaining why you'd like to join William Highbourne Wealth Management.

Pay: £25,000.00-£30,000.00 per year

Benefits:

Childcare
Company events
Company pension
Cycle to work scheme
Financial planning services
Free parking
Life insurance
On-site parking

Education:

A-Level or equivalent (required)

Experience:

Financial services: 1 year (required)

Language:

English (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

banking relationship jobs in woodbury, dev

Client Services Associate (Full time or Part time)

Customer Experience Advisor | S1 | Retail Banking | Exeter Branch

Relationship Director, Mid Markets - Plymouth & Exeter

Business Development Manager

Xtra Local Territory Sales Manager (TSM)

PACOM - Business Development Manager

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

Lecturer in Banking and Finance (E&S)

Finance & Data Protection Administrator

Statutory Agreements (Planning & Environmental) Manager

Senior Associate - Construction Disputes

Store Manager

I want to receive the latest job alerts for banking relationship in woodbury, dev

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