Financial planning Work, Jobs in Exeter, Eng (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
11d
Financial Services Trainee Paraplanner
BoulterBowen WealthCare —Exeter
- £28,000 - £32,000 a year
- Full-time
- In-person
- Life insurance
Quick apply
10d
Natural Resources Policy & Reporting Advisor
South West Water —Exeter
- £35,000 - £40,000 a year
- Analysis skills
- Accounting
- Communication skills
8d
Regional Coordinator
Churchill Group —Newton Abbot
- £27,976 a year
- Microsoft Powerpoint
- CRM software
- Microsoft Excel
- Employee discount
- Sick pay
Trainee Tax Advisor – Rural Succession & Advisory
Evolution ABS —Wellington
- From £30,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Tax experience
- Free parking
- Profit sharing
Quick apply
Client Administrator
Evelyn Partners —Exeter
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Communication skills
10d
RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planner)
Royal Bank of Canada —Exeter
- Full-time
- Customer service
- Communication skills
- Banking
Customer Liaison Officer
Network Plus —Torquay
- Customer service
- Supervising experience
- Leadership
Quick apply
Personal Travel Specialist – Rail holidays
Expressions Holidays —Exeter
- From £26,000 a year
- Holidays
- Spanish
- Sales
- English
Buyer
JN Bentley —Exeter
- Full-time
- Hybrid work
- Civil engineering
- Microsoft Office
- Analysis skills
Quick apply
Inter Dealer Broker Relationship Manager
London Stock Exchange Group —Exeter
- Full-time
- English
- Microsoft Office
Development Executive
Benefact Group —Exeter
- From £40,000 a year
- Full-time
- Annual leave
- Sick pay
8d
Senior IT Technician - Exeter / Taunton (Plymouth, Barnstaple, Taunton & Yeovil Area - £32k to £36k
Soltech IT —Exeter
- £32,000 - £36,000 a year
- Full-time
- Azure
- Customer service
- SharePoint
- Free parking
- Paid training
Quick apply
11d
Software Team Manager
Keysight Technologies, Inc. —Paignton
- Part-time
- Remote
- Analysis skills
- C++
- Project management
Lifestyle and Wellbeing Coordinator
Sanctuary Care —Exeter
- £13.27 an hour
- Nursing home
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Personal Travel Specialists
Expressions Holidays —Exeter
- £26,000 a year
- Holidays
- Spanish
- English
- Hotel
Trainer Assessor: Residential Childcare - Exeter
Acorn Training Ltd —Exeter
- Full-time
- Hybrid work
- Childcare
- English
- Maths
- Annual leave
- Referral programme
Quick apply
Human Resources Advisor
Hotel Indigo —Torquay
- £21,000 a year
- Overtime
- Hospitality
- English
- Hotel
- Annual leave
- Employee assistance programme
Occupational Therapist (9 Fixed term Contract)
Elysium Healthcare —Exeter
- £32,000 a year
- Supervising experience
- Communication skills
- Annual leave
Quick apply
Administrative Manager
Reminiscence Learning —Wellington
- £27,000 a year
- Full-time
- Administrative experience
- Business development
- Analysis skills
Quick apply
9d

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financial planning jobs near exeter, eng

Wealth Planning Assistant

Raymond James Wessex
Exeter

Quick apply

Job details

Permanent | Full-time
£25,420 - £32,000 a year
11 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

financial planning jobs in exeter, eng

Wealth Planning Assistant

Financial Services Trainee Paraplanner

Natural Resources Policy & Reporting Advisor

Regional Coordinator

Trainee Tax Advisor – Rural Succession & Advisory

Client Administrator

RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planner)

Customer Liaison Officer

Personal Travel Specialist – Rail holidays

Buyer

Inter Dealer Broker Relationship Manager

Development Executive

Senior IT Technician - Exeter / Taunton (Plymouth, Barnstaple, Taunton & Yeovil Area - £32k to £36k

Software Team Manager

Lifestyle and Wellbeing Coordinator

Personal Travel Specialists

Trainer Assessor: Residential Childcare - Exeter

Human Resources Advisor

Occupational Therapist (9 Fixed term Contract)

Administrative Manager

I want to receive the latest job alerts for financial planning in exeter, eng

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