Private associate Work, Jobs in Thurlestone, Dev (with Salaries)

Financial Planning Associate - Plymouth
Atomos —Plymouth
- Hybrid work
- CRM software
- Microsoft Excel
- Organisational skills
Mould Repair Technician
BD —Plymouth
- £25,000 - £38,125 a year
- Overtime
- Engineering
- Microsoft Office
- IT
- Free parking
- Annual leave
Senior Manager, Contracts
Collins Aerospace —Plymouth
- Full-time
- Mentoring
- Contracts
- Leadership
- Annual leave
- Employee assistance programme
Associate Dentist
Newton Abbot Dental —Newton Abbot
- Part-time
- Anatomy knowledge
- CAD
- Bachelor's degree
Quick apply
11d
Multi Skilled Technician-Electrical bias-Mars Wrigley
Mars —Plymouth
- £50,400 - £56,700 a year
- Full-time
- Engineering
- Maintenance
- Programmable logic controllers
- Annual leave
- Gym membership
1d
Associate Private Dentist - 3 days
Larkham House Dental Practice —Plymouth
- £90,000 - £120,000 a year
- Part-time
- Anatomy knowledge
- CAD
- Bachelor's degree
- Free parking
Quick apply
8d
Dental Hygienist
Bupa Dental Care —Plymouth
- Call to connect
- Free parking
10d
Associate Counsellor
Lucy Gordon Counselling - ND-OK! —Plymouth
- From £30 an hour
- Overtime
- In-person
- Negotiation
Quick apply
Material Controller (on site)
BD —Plymouth
- £30,000 - £50,775 a year
- ERP systems
- Analysis skills
- Organisational skills
- Free parking
- Employee assistance programme
2d
Dentist
Dartmoor Dental —Tavistock
- Full-time
- Anatomy knowledge
- CAD
- Bachelor's degree
- Employee discount
Quick apply
Electrical Engineer (Manufacturing)
Schlumberger —Stonehouse
- Hybrid work
- Engineering
- Master's degree
- Assembly
- Life insurance
14d
Private Dentist
Bupa Dental Care —Newton Abbot
Associate Dentist
Newton Abbot - Quality Dental Care —Newton Abbot
- Full-time
Quick apply
10d

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Mould Repair Technician
BD —Plymouth
This is a day shift onsite role (7am - 7pm, 3 on and 3 off) and offers a competitive salary plus a 11% shift premium.
£25,000 - £38,125 a year
Composite Technician
Princess Yachts Limited —Plymouth
Minimum of 2 years previous experience in a similar role. Proficient at safely releasing products from mould tools. Local and national employee discounts.
From £32,524.96 a year
Quick apply

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Financial Planning Associate - Plymouth

Atomos -
Plymouth

Apply Now

Job details

Benefits

Company pension
Private medical insurance

Qualifications

CRM software
Financial planning
Microsoft Excel
Organisational skills
Communication skills
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

Refine Your Search

private associate jobs in thurlestone, dev

Financial Planning Associate - Plymouth

Mould Repair Technician

Senior Manager, Contracts

Associate Dentist

Multi Skilled Technician-Electrical bias-Mars Wrigley

Associate Private Dentist - 3 days

Dental Hygienist

Associate Counsellor

Material Controller (on site)

Dentist

Electrical Engineer (Manufacturing)

Private Dentist

Associate Dentist

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