Implementation Work, Jobs in Broadclyst, Dev (with Salaries)

Client Services Associate (Full time or Part time)
William Highbourne Wealth Management —Exeter
- £25,000 - £30,000 a year
- Part-time
- English
- Microsoft Office
- Administrative experience
- Free parking
- Life insurance
Quick apply
7d
Application Development & Support Analyst
Harris Fowler Ltd —Taunton
- Full-time
- Hybrid work
- SQL
- Scripting
- In-person
- Health & wellbeing programme
Quick apply
Assistant Planning Adviser
National Trust —Exeter
- £30,966 a year
- Full-time
- Hybrid work
- Travel
- Organisational skills
- Communication skills
- Free parking
- Employee assistance programme
10d
Corporate Fitness and Wellbeing Manager
Westfield Health —Exeter
- £27,300 a year
- Full-time
- Microsoft Office
- Annual leave
Quick apply
Patient Experience and Governance Manager
Channel View Medical Group —Teignmouth
- From £37,000 a year
- Full-time
- Management
- Microsoft Office
- Organisational skills
Quick apply
13d
Customer Service Supervisor
Original Style Limited —Exeter
- £33,000 - £35,000 a year
- Full-time
- Microsoft Excel
- Sales
- Customer service
- Free parking
- Store discount
Quick apply
5d
Senior Marketing Executive
Dirty Martini Marketing —Exeter
- £27,000 - £33,000 a year
- Full-time
- Microsoft Office
- Communication skills
- Free parking
- Health & wellbeing programme
Quick apply
8d
Room Leader
Grandir UK —Exeter
- £13.30 - £14.50 an hour
- Full-time
- In-person
- Annual leave
- Employee discount
Quick apply
Learning Leader
The Deaf Academy —Exmouth
- £20,492 - £27,146 a year
- Full-time
- School
- Free parking
9d
Garden Maintenance Operative
Atlantes Landscapes Ltd —Exeter
- £26,500 - £28,000 a year
- Full-time
- Maintenance
- In-person
- Leadership
- Free parking
- Annual leave
Quick apply
5d
Interim CSW Team Leader
The Deaf Academy —Exmouth
- £34,660 a year
- Full-time
- Microsoft Office
- Organisational skills
- IT
7d
Facilities Quality, Project and Training Officer
Somerset NHS Foundation Trust —Taunton
- £28,392 - £31,157 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee discount
13d
Facilities Support Officer
The Donkey Sanctuary —Sidmouth
- £13,521 a year
- Part-time
- IT
- Communication skills
- Free parking
- Employee discount
Data Governance Manager
UK Hydrographic Office —Taunton
- £48,746 a year
- Part-time
- Hybrid work
- Presentation skills
Operations Manager
Network Plus —Exeter
- Team management
- Computer skills
- Communication skills
Quick apply
ICT Network Manager
The Spires College —Torquay
- £39,152 - £41,771 a year
- Experience working with children
- Bachelor's degree
- Computer networking
- Health & wellbeing programme
- Employee discount
Quick apply
Graduate Operations Manager
Network Plus —Exeter
- £30,000 a year
- Microsoft Word
- Microsoft Excel
- IT
Quick apply
QHSE Manager
The Caterfood Buying Group —Paignton
- £45,000 - £50,000 a year
- Full-time
- Analysis skills
- In-person
- Employee discount
Quick apply
9d
Nursery Practitioner
Grandir UK —Exeter
- £12.71 - £13.60 an hour
- Full-time
- Annual leave
- Employee discount
Quick apply
12d
Health, Safety and Wellbeing Advisor
Balfour Beatty —Taunton
- Hybrid work
- Travel
- In-person
- Communication skills
- Annual leave
8d

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implementation jobs near broadclyst, dev

Client Services Associate (Full time or Part time)

William Highbourne Wealth Management
Exeter

Quick apply

Job details

Permanent | Part-time | Full-time
£25,000 - £30,000 a year
7 days ago

Benefits

Free parking
Cycle to work scheme
Financial planning services
Company pension
Company events
Life insurance
Childcare
On-site parking

Qualifications

Financial planning
Pension
English
Microsoft Office
Administrative experience
IT
Financial services
Communication skills
Banking
A Level

Full job description

Join a Growing Wealth Management Firm

William Highbourne Wealth Management is an independent financial planning and wealth management business providing advice to individuals, families and business owners across the South West and beyond.

As part of our continued growth, we are relocating to our new offices at Woodbury Business Park and are looking for enthusiastic and professional Client Services Associates to join our expanding team.

This is an excellent opportunity for someone who enjoys working with clients, is highly organised and wants to build a long-term career within financial services.

The Role

You will play a key role in supporting our advisers and ensuring clients receive an outstanding service throughout their financial planning journey.

Key Responsibilities

Providing administrative support to Financial Advisers and Wealth Managers.
Preparing client documentation and maintaining accurate client records.
Processing new business, fund switches, withdrawals and provider transactions.
Liaising with clients, providers, solicitors, accountants and other professional connections.
Responding to client enquiries in a professional and timely manner.
Managing client reviews and ensuring documentation is issued on time.
Assisting with suitability report preparation and recommendation implementation.
Maintaining CRM systems, workflows and compliance records.
Supporting advisers with diary management and client meeting preparation.
Ensuring all work is completed in line with FCA regulations, company procedures and Consumer Duty requirements.

The role involves significant interaction with clients and requires someone who takes pride in delivering exceptional service and building strong relationships. This aligns with the firm's emphasis on professional client contact, timely client communications and maintaining accurate client records.

About You

We would love to hear from candidates who have:

Essential

Excellent written and verbal communication skills.
Strong organisational and administrative abilities.
High attention to detail.
Good IT skills, including Microsoft Office and CoPilot.
Professional and friendly telephone manner.
Ability to prioritise workload and work as part of a team.

Desirable

Previous experience within financial services, financial planning, banking, pensions, investments or insurance.
Experience using platforms, CRMs or back-office systems.
Knowledge of FCA-regulated environments.
Progress towards or willingness to undertake industry qualifications.

What We Offer

Competitive salary from £23,132 up to £30,000, depending on experience.
4x salary Death in Service benefit.
Mintago salary sacrifice benefits platform.
NEST workplace pension.
Support with professional qualifications and career development.
Modern new offices at Woodbury Business Park.
Friendly and supportive team culture.
Opportunities for progression within a growing business.

Why Join William Highbourne?

We're building for the future. Our move to Woodbury Business Park marks an exciting new chapter, creating opportunities for ambitious people who want to grow with a successful and expanding wealth management business.

Whether you are an experienced administrator, a client services professional or looking to develop a long-term career in financial services, we'd love to hear from you.

Apply today with your CV and a short covering letter explaining why you'd like to join William Highbourne Wealth Management.

Pay: £25,000.00-£30,000.00 per year

Benefits:

Childcare
Company events
Company pension
Cycle to work scheme
Financial planning services
Free parking
Life insurance
On-site parking

Education:

A-Level or equivalent (required)

Experience:

Financial services: 1 year (required)

Language:

English (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

implementation jobs in broadclyst, dev

Client Services Associate (Full time or Part time)

Application Development & Support Analyst

Assistant Planning Adviser

Corporate Fitness and Wellbeing Manager

Patient Experience and Governance Manager

Customer Service Supervisor

Senior Marketing Executive

Room Leader

Learning Leader

Garden Maintenance Operative

Interim CSW Team Leader

Facilities Quality, Project and Training Officer

Facilities Support Officer

Data Governance Manager

Operations Manager

ICT Network Manager

Graduate Operations Manager

QHSE Manager

Nursery Practitioner

Health, Safety and Wellbeing Advisor

I want to receive the latest job alerts for implementation in broadclyst, dev

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