Business assistant 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
6d
Operations Assistant
University of Exeter —Exeter
- £25,528 a year
- University
- First Aid Certification
- Annual leave
- Employee discount
Retail Sales Advisor - Taunton
Oak Furnitureland —Taunton
- £44,700 - £49,950 a year
- Full-time
- Sales
- Retail sales
- Free parking
- Employee assistance programme
Business Services Assistant
Michelmores LLP —Exeter
- Call to connect
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
10d
Personal Assistant
Somerset NHS Foundation Trust —Taunton
- £32,073 - £39,043 a year
- Full-time
- No degree
- Typing
- Leadership
- Annual leave
- Employee discount
14d
CCTV Assistant
Glanville Environmental —Taunton
- Full-time
- Organisational skills
- Referral programme
Quick apply
Customer Service Assistant - Exeter
The Co-operative Bank —Exeter
- £25,725 a year
- Full-time
- Hospitality
- Customer service
- Computer literacy
3d
GBP 8186 Education Support Assistant
University of Exeter —Exeter
- £28,029 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Business Support Assistant
LDA Design —Exeter
- £24,500 - £28,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Organisational skills
- Employee assistance programme
- Referral programme
Quick apply
GBP 8183 Student Recruitment & Events Assistant
University of Exeter —Exeter
- From £28,029 a year
- Weekend availability
- Hybrid work
- Microsoft Powerpoint
- Customer service
- University
Clinical Business Operations Assistant
Somerset Council —Taunton
- £24,796 - £25,185 a year
- Full-time
- English
- Administrative experience
- Travel
- Annual leave
Finance Assistant
Valor Hospitality —Exeter
- £14.42 an hour
- Hotel
- Communication skills
- Employee assistance programme
- Employee discount
Quick apply
13d
IT Assistant
Harris Fowler Ltd —Taunton
- Full-time
- Microsoft Word
- Microsoft Outlook
- Computer literacy
- Sick pay
Quick apply
Customer Service Assistant - Exeter
Coventry Building Society —Exeter
- £25,725 a year
- Full-time
- Hospitality
- Customer service
- Computer literacy
4d
Health & Safety Co-ordinator
JB Select Recruitment —Exeter
- £30,000 - £33,000 a year
- Full-time
- Microsoft Office
- Organisational skills
- IT
Quick apply
5h
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
Accounts Administrator
E & J W Glendinning Ltd —Newton Abbot
- From £26,436 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Organisational skills
- Free parking
- Annual leave
Quick apply
6d
Retail Management Opportunities
TK Maxx —Exeter
- Full-time
- Employee discount
Assistant Cook
Dolce Ltd —Crediton
- £13.71 an hour
- Part-time
- Cooking
- In-person
- School
Quick apply

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business assistant jobs near silverton, dev

Wealth Planning Assistant

Raymond James Wessex
Exeter

Quick apply

Job details

Permanent | Full-time
£25,420 - £32,000 a year
6 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

business assistant jobs in silverton, dev

Wealth Planning Assistant

Operations Assistant

Retail Sales Advisor - Taunton

Business Services Assistant

Personal Assistant

CCTV Assistant

Customer Service Assistant - Exeter

GBP 8186 Education Support Assistant

Business Support Assistant

GBP 8183 Student Recruitment & Events Assistant

Clinical Business Operations Assistant

Finance Assistant

IT Assistant

Customer Service Assistant - Exeter

Health & Safety Co-ordinator

Administration and ticketing assistant

Assistant Accountant

Accounts Administrator

Retail Management Opportunities

Assistant Cook

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