Financial Planner salaries in Ottery Saint Mary, DEV

Assisting with the processing of applications, transactions and account queries. Liaising with clients, providers and colleagues in a professional and timely…

£22,000 - £29,000 a year

4 days ago

Mentor other team members, supporting complex cases and driving professional development. At least 5 years of experience delivering holistic financial planning…

Hybrid working with a balance of office and home working. We are looking for someone with experience working within a client-focused, fast-paced environment who…

Electric car and cycle to work schemes. We offer a fantastic place to work with a competitive and flexible benefits package. One volunteering day per year.

It is designed for someone who enjoys the technical depth of financial planning - scenario modelling, tax efficiency, product research and structured report…

10 days ago

Handling client queries and taking incoming calls when required. Processing platform work, including new business submissions, cash management and fund switches…