Planner Work, Jobs in Buckfastleigh, Dev (with Salaries)

Financial Planning Associate - Plymouth
Atomos —Plymouth
- Hybrid work
- CRM software
- Organisational skills
- AI
Residential Childcare Practitioner
Southwest Intervention Services —Okehampton
- £29,276 - £31,772 a year
- Overtime
- Experience working with children
- In-person
- Store discount
- Health & wellbeing programme
Quick apply
Children's Home Team Leader
Southwest Intervention Services —Plympton
- £31,002 - £33,789 a year
- Overtime
- Experience working with children
- In-person
- Training & development
- Store discount
- Paid training
Quick apply
6d
Innovative Project Planner (Data Centres / Buildings / High-tech / Infrastructure) - UK (Hybrid)
Laminar Projects —Plymouth
- Full-time
- Hybrid work
- English
- Construction experience
- Communication skills
Financial Planner
Charles Stanley —Exeter
- Full-time
- Mentoring
- Leadership
- Communication skills
Lead Planner - Regional Civils
Balfour Beatty —Exeter
- Hybrid work
- Civil engineering
- Continuous improvement
- Mentoring
- Annual leave
Administrator
Durateam Environmental —Exeter
- £15 an hour
- Microsoft Outlook
- Administrative experience
- Organisational skills
Quick apply
Sub-Agent
Kier Group —Plymouth
- Engineering
- Team management
- Mentoring
2d
Maintenance Technician (Fabric)
UPP Ltd —Plymouth
- £26,743 a year
- Full-time
- Communication skills
- Employee discount
- Life insurance
1d
Graduate Operations Manager
Network Plus —Exeter
- £30,000 a year
- Microsoft Word
- IT
Quick apply
Software Engineer
Oshen —Turnchapel
- £38,000 - £50,000 a year
- Full-time
- Master's degree
- In-person
- AI
Quick apply
5d
Senior Civil Engineer
AECOM —Plymouth
- Full-time
- Hybrid work
- Civil engineering
- Engineering
- Business development
Civil Engineer
AECOM —Plymouth
- Full-time
- Hybrid work
- Civil engineering
- Master's degree
Associate Cost Manager (Infrastructure Consultancy)
AECOM —Plymouth
- Full-time
- Hybrid work
- Engineering
- Business development
- Contracts
Principal Geochemist Consultant
AECOM —Plymouth
- Full-time
- Hybrid work
12d
Innovative Planning Manager (Data Centres/Buildings/High-tech/Infrastructure) - UK (Hybrid)
Laminar Projects —Plymouth
- Full-time
- Hybrid work
- Training & development
Mechanical Engineer - Crane / Lift - Plymouth
Bureau Veritas —Plymouth
- £40,000 a year
- Full-time
- Engineering
- Employee assistance programme
6d
Project Manager, Water
AECOM —Exeter
- Full-time
- Hybrid work
- Engineering
- Project management
- Contracts
Associate Director - Transport Planning
SLR Consulting —Exeter
- Full-time
- Business development
- Mentoring
- Leadership
- Annual leave
- Employee assistance programme
Principal Ecologist - BNG Specialist
AECOM —Exeter
- Full-time
- Hybrid work
- Mentoring
- Training & development

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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
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

Refine Your Search

planner jobs in buckfastleigh, dev

Financial Planning Associate - Plymouth

Residential Childcare Practitioner

Children's Home Team Leader

Innovative Project Planner (Data Centres / Buildings / High-tech / Infrastructure) - UK (Hybrid)

Financial Planner

Lead Planner - Regional Civils

Administrator

Sub-Agent

Maintenance Technician (Fabric)

Graduate Operations Manager

Software Engineer

Senior Civil Engineer

Civil Engineer

Associate Cost Manager (Infrastructure Consultancy)

Principal Geochemist Consultant

Innovative Planning Manager (Data Centres/Buildings/High-tech/Infrastructure) - UK (Hybrid)

Mechanical Engineer - Crane / Lift - Plymouth

Project Manager, Water

Associate Director - Transport Planning

Principal Ecologist - BNG Specialist

I want to receive the latest job alerts for planner in buckfastleigh, dev

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