Financial planning Work, Jobs in Broadclyst, Dev (with Salaries)

Financial Planning Administrator
Old Mill —Exeter
- Hybrid work
- Administrative experience
- Organisational skills
- Financial services
- Annual leave
- Employee assistance programme
Regional Operations Manager Specialist Division
South West England —Taunton
- From £70,000 a year
- Full-time
Quick apply
Practice Manager
The South Lawn Medical Practice —Exeter
- £42,000 - £47,500 a year
- Full-time
- Management
- Human resources
- Leadership
- Free parking
- Sick pay
Quick apply
11d
Administrator
Bupa —Exeter
- £26,800 a year
- Full-time
- Customer service
- Computer literacy
- Administrative experience
- Employee discount
- Gym membership
Quick apply
Finance Officer
Clifford Estate Company Ltd —Newton Abbot
- From £32,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Free parking
- Health & wellbeing programme
Quick apply
8d
Finance Business Partner
LiveWest —Clyst Honiton
- £36,700 - £40,700 a year
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Annual leave
- Employee discount
7d
RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planner)
Royal Bank of Canada —Exeter
- Full-time
- Customer service
- Communication skills
- Banking
7d
Technical Administrator
Gateley —Exeter
- Microsoft Excel
- Customer service
- Computer literacy
- Annual leave
- Employee assistance programme
PPC Manager (Google Ads & Meta Ads Specialist) - Based in Southwest - Remote
Wired Media —South West Region
- £30,000 - £40,000 a year
- Full-time
- Remote
- Travel
- AI
- Communication skills
- Flexitime
- Work from home
Quick apply
5d
Account Executive
Benefact Group —Taunton
- Up to £55,000 a year
- Full-time
- Annual leave
- Sick pay
Project Manager
University of Exeter —Exeter
- £43,482 - £46,049 a year
- Hybrid work
- University
- Annual leave
Senior Experimental Officer - Forensic Reporter
University of Exeter —Exeter
- £50,253 - £67,468 a year
- Travel
- Annual leave
13d
Senior Financial Planning Assistant
Charles Stanley —Exeter
- Full-time
- Customer service
- Communication skills
Buyer
JN Bentley —Exeter
- Full-time
- Hybrid work
- Civil engineering
- Microsoft Office
- Analysis skills
Quick apply
11d
Project Manager
Network Plus —Exeter
- £70,000 - £80,000 a year
- Full-time
- Engineering
- Driving
- Contracts
Quick apply
Project Controller
South West Water —Exeter
- Up to £60,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Contracts
- Annual leave
- Employee assistance programme
2d
Senior Management Accountant (ACCA OR CIMA Qualified)
J&T Business Consulting —Taunton
- £50,000 a year
- Microsoft Excel
- SQL
- Analysis skills
Quick apply
14d
Operations Coordinator – Maintenance | Progression Into Leadership Role
DC Space & Storage Solutions Ltd —Exeter
- £30,000 - £35,000 a year
- Full-time
- Microsoft Excel
- Management
- Customer service
Quick apply
20h
House Services Coordinator
Oxygen House Ltd —Exeter
- Up to £12.98 an hour
- Part-time
- Customer service
- Microsoft Office
- Administrative experience
- Free parking
- Annual leave
Quick apply
Financial Planner
Charles Stanley —Exeter
- Full-time
- Mentoring
- Leadership
- Communication skills

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Financial Planning Administrator

Old Mill -
Exeter

Apply Now

Job details

Benefits

Annual leave
Company pension
Employee assistance programme
Employee discount

Qualifications

Financial planning
Pension
Administrative experience
Organisational skills
Financial services
Communication skills

Full job description

Are you an experienced Administrator with a background in financial services? Are you looking for a role where your organisational skills and client focus can truly make a difference? If so, we have an exciting opportunity for you to join our dynamic Financial Planning Team.

We’re on the lookout for someone who brings not only strong administrative expertise but also knowledge of financial processes, whether from financial planning, investment management, or a similar financial services environment. As part of our continued growth, we are expanding our teams in Exeter, Wells and Yeovil, creating new opportunities to join us at an exciting time.

The Opportunity

At Old Mill, we’re passionate about providing high-quality, personalised financial advice to our clients. Your role will be pivotal in ensuring our Financial Advisers can deliver outstanding service.

You’ll handle a wide range of responsibilities, from managing client data and ensuring the accuracy of records to preparing essential documentation for client meetings and advice. Strong communication skills will be essential, as you’ll be liaising directly with clients and colleagues to ensure seamless service delivery.

This is more than just an administrative role, it’s an opportunity to become a trusted and valued member of a fast-paced, collaborative, and supportive team.

Key responsibilities include:

Managing and maintaining accurate client records using our back-office systems.
Preparing documents and reports to support client meetings and advice provision.
Ensuring compliance with financial regulations through precise data handling.
Acting as a first point of contact for clients, delivering prompt and professional communication.

About you

We’re seeking someone with proven experience in financial services who would be comfortable in a busy, detail-oriented environment. You’ll need to be proactive, highly organised, and able to manage multiple priorities with ease.

Your skills and experience should include:

A background in financial services administration (experience in financial planning, investment management, or pensions is particularly advantageous).
Excellent attention to detail with the ability to spot errors others may miss.
Strong organisational skills and the ability to meet tight deadlines.
Comfortable communicating with clients and adapting your style when needed.
Proficiency in using office systems and software to manage data and workflows.

Whether your background is in financial planning, wealth management, or another financial services environment, we’d love to hear from you.

About us

At Old Mill, we believe that respect, trust, and collaboration are at the heart of everything we do. With a team of over 350 professionals, we combine the close-knit culture of a local firm with the capabilities of a much larger organisation. We create a positive work environment where everyone has the opportunity to thrive and be part of something meaningful.

Our open-minded and passionate culture means we embrace challenges, continually seek improvement, and celebrate the diversity of ideas. Whether you're collaborating with colleagues or working directly with our clients, you’ll be empowered to make a real impact.

We take pride in fostering a supportive, inclusive environment that values professional growth, flexible working, and individual wellbeing. Old Mill is a place where you can build a fulfilling career, backed by strong values and a culture of continuous learning.

If you’re looking for a company where your contributions are valued and you can genuinely make a difference, Old Mill is the place for you.

Benefits

At Old Mill, we go beyond the basics to offer a benefits package designed to support your personal and professional growth:

Generous Holiday Allowance – Start with 25 days of annual leave, plus bank holidays, with the option to purchase up to 5 additional days.
Celebrate Your Birthday – Enjoy an extra day off to celebrate.
Flexible Working – Hybrid working model with 3 days a week in the office, allowing for a great work-life balance.
Employee Assistance Programme – Confidential support available 24/7 for your mental, physical, and financial wellbeing.
Ongoing Professional Development – Full funding for your professional qualifications, with continuous learning opportunities.
Perks and Discounts – Access to exclusive employee discounts on a wide range of products and services.
Pension Scheme – A competitive pension to help plan for your future.

Additional Information

Please note that the job title used internally might not match the one you see in this job advert.

Piqued your interest?
We’d love to hear from you! For more information or an informal discussion, please get in touch with Kaz Austen ([email protected]).

Reference code: Financial Planning Administrator - CSA26
Location:
Exeter, England, United Kingdom
Sector: Accounting

Apply Now

Refine Your Search

financial planning jobs in broadclyst, dev

Financial Planning Administrator

Regional Operations Manager Specialist Division

Practice Manager

Administrator

Finance Officer

Finance Business Partner

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

Technical Administrator

PPC Manager (Google Ads & Meta Ads Specialist) - Based in Southwest - Remote

Account Executive

Project Manager

Senior Experimental Officer - Forensic Reporter

Senior Financial Planning Assistant

Buyer

Project Manager

Project Controller

Senior Management Accountant (ACCA OR CIMA Qualified)

Operations Coordinator – Maintenance | Progression Into Leadership Role

House Services Coordinator

Financial Planner

I want to receive the latest job alerts for financial planning in broadclyst, dev

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