Associate / Work, Jobs in Exeter, Eng (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
5d
Senior Service Specialist - Exeter, Plymouth, Bristol, Bath
Ecolab Inc. —Exeter
- Overtime
- Nursing home
- Paid training
Retail Management Opportunities
TK Maxx —Exeter
- Full-time
- Employee discount
Senior Associate, Client Operations
Gravita —Exeter
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Sales Associate
Ernest Jones —Exeter
- £12.71 an hour
- Part-time
- Employee discount
Night Hotel Receptionist Part Time
Marriott International, Inc —Exeter
- £14.10 an hour
- Part-time
- Hotel
- IT
- Restaurant
- Employee discount
- Life insurance
4d
Exeter - Part-time Sales Assistant - Keyholder
Le Creuset —Exeter
- Part-time
3d
Hotel Receptionist Part Time
Marriott International, Inc —Exeter
- £13.10 an hour
- Part-time
- Hotel
- IT
- Restaurant
- Employee discount
- Life insurance
5d
Quality Control Analyst I
Mondelēz International —Crediton
- Full-time
- Laboratory experience
- Microsoft Office
- Employee assistance programme
- Employee discount
Clinical Associate Practitioner
Opcare Limited —Exeter
- Full-time
- Anatomy knowledge
- English
- Driving
- Health & wellbeing programme
- Bereavement leave
Quick apply
7d
Guest Experience Expert FULL TIME
Marriott International, Inc —Exeter
- £13.10 an hour
- Full-time
- Hotel
- IT
- Restaurant
- Employee discount
- Life insurance
6d
Retail Associate
TK Maxx —Torquay
- 8 hour shift
- No experience needed
- Employee discount
Operations Manager, AMZL
Amazon UK Services Ltd. —Exeter
- Full-time
- Microsoft Word
- Microsoft Outlook
- English
Associate - Employment
Michelmores LLP —Exeter
- Call to connect
- Analysis skills
- Human resources
- Organisational skills
Retail Assistant
CDS The Range —Paignton
- From £12.71 an hour
- Part-time
- Customer service
- Merchandising
- Basic maths
- Employee discount
Quick apply
Area Manager, AMZL
Amazon UK Services Ltd. —Exeter
- Full-time
- Microsoft Word
- Microsoft Outlook
- Management
F&B Team Member, The View
Marriott International, Inc —Exeter
- £12.89 an hour
- Full-time
- Hospitality
- Hotel
- Food service experience
- Employee discount
- Life insurance
6d
Receptionist
Mondelēz International —Crediton
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
- Employee discount
Corporate Commercial Associate - Partner
Porter Dodson —Exeter
- Full-time
- Hybrid work
- Business development
- Contracts
Graduate Research Assistant
University of Exeter —Exeter
- £33,951 a year

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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
5 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

associate / jobs in exeter, eng

Client Services Associate (Full time or Part time)

Senior Service Specialist - Exeter, Plymouth, Bristol, Bath

Retail Management Opportunities

Senior Associate, Client Operations

Sales Associate

Night Hotel Receptionist Part Time

Exeter - Part-time Sales Assistant - Keyholder

Hotel Receptionist Part Time

Quality Control Analyst I

Clinical Associate Practitioner

Guest Experience Expert FULL TIME

Retail Associate

Operations Manager, AMZL

Associate - Employment

Retail Assistant

Area Manager, AMZL

F&B Team Member, The View

Receptionist

Corporate Commercial Associate - Partner

Graduate Research Assistant

I want to receive the latest job alerts for associate / in exeter, eng

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