Client associate Work, Jobs in Plymouth, Dev (with Salaries)

Financial Planning Associate - Plymouth
Atomos —Plymouth
- Hybrid work
- CRM software
- Organisational skills
- AI
PART-TIME REGIONAL DIRECTOR - business development focus
Boardroom Advisors —Plymouth
- £50,000 - £100,000 a year
- Sales
- Customer service
- Business development
Quick apply
RBC Brewin Dolphin - Senior Associate, Wealth Management
Royal Bank of Canada —Plymouth
- Full-time
- Analysis skills
- Financial services
- Communication skills
11d
Senior/Lead Project Controls Manager - Defence
Turner & Townsend —Plymouth
- Full-time
- Hybrid work
- Management
- Business development
- Bachelor's degree
Quick apply
6d
Associate Cost Manager (Infrastructure Consultancy)
AECOM —Plymouth
- Full-time
- Hybrid work
- Engineering
- Business development
- Contracts
Estimating Associate Director/ Project Director Defence
Turner & Townsend —Plymouth
- Full-time
- Business development
- Team management
- Mentoring
Quick apply
Associate/Project Director - Defence Construction
Turner & Townsend —Plymouth
- Full-time
- Hybrid work
- Business development
- Team management
- Quality control
Quick apply
Associate Director - Structural Engineering
AECOM —Plymouth
- Hybrid work
- Engineering
- Master's degree
- Business development
Electrical Principal/Associate Engineer
Hulley & Kirkwood Consulting Engineers —Plymouth
- Team management
- Mentoring
- Training & development
Principal Mechanical Engineer
Ridge & Partners LLP —Plymouth
- Full-time
- Management
- Mentoring
- Communication skills
5d

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PART-TIME REGIONAL DIRECTOR - business development focus
Boardroom Advisors —Plymouth
The role is a mix of business development, sales, marketing, networking, recruitment, team management, customer service - but you must be able to sell.
£50,000 - £100,000 a year
Quick apply
Technical Director, Capture Management Lead - Water
AECOM —Exeter
Champion the complete sales lifecycle aligned to best practice, including ensuring quality assurance and adherence to Green Light Analysis and Go/No-Go rigor.

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client associate jobs near plymouth, dev

Financial Planning Associate - Plymouth

Atomos -
Plymouth

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Job details

Benefits

Company pension
Private medical insurance

Qualifications

CRM software
Financial planning
Pension
Client engagement
Suitability report preparation
Stakeholder liaison
Financial report writing
Lead generation
Internal department liaison
Financial analysis
Organisational skills
Relationship management
Networking
AI
Communication skills
Business lead generation
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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client associate jobs in plymouth, dev

Financial Planning Associate - Plymouth

PART-TIME REGIONAL DIRECTOR - business development focus

RBC Brewin Dolphin - Senior Associate, Wealth Management

Senior/Lead Project Controls Manager - Defence

Associate Cost Manager (Infrastructure Consultancy)

Estimating Associate Director/ Project Director Defence

Associate/Project Director - Defence Construction

Associate Director - Structural Engineering

Electrical Principal/Associate Engineer

Principal Mechanical Engineer

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