Documentation manager Work, Jobs in Exeter, Eng (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
8d
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
Talent Acquisition and HR Officer Fixed Term Contract
Westcotts Chartered Accountants and Business Advisers —Exeter
- £33,150 a year
- Hybrid work
- Microsoft Office
- Travel
- Human resources
- Health & wellbeing programme
- Annual leave
Quick apply
Health, Safety and Environmental Administrator
South West Metal Finishing Ltd —Exeter
- £30,000 - £33,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Health & wellbeing programme
- Annual leave
Quick apply
3d
2nd Line Support Analyst
South West Water —Exeter
- £35,530 a year
- Full-time
- Hybrid work
- Analysis skills
- IT
- In-person
- Employee assistance programme
- Flexible schedule
7d
Site Manager
Correct Contract Services Ltd —Exeter
- £42,500 - £47,500 a year
- Customer service
- Maintenance
- Contracts
- Annual leave
- Employee assistance programme
Quick apply
Administration Assistant
Baker Snell —Exeter
- £25,000 a year
- Full-time
- Customer service
- Accounting
- Organisational skills
- Free parking
- Health & wellbeing programme
Quick apply
16h
People Hub
Ministry of Justice —Newton Abbot
- £30,001 - £40,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Presentation skills
- Annual leave
4d
Operations Manager
Culmex Scaffolding Ltd —Tiverton
- £55,000 a year
- Full-time
- Management
- Project management
- In-person
- Annual leave
Quick apply
8d
Service Management Analyst
BT —Exeter
- £31,529 a year
- Organisational skills
- Contracts
- IT
- Gym membership
6d
Senior Property Surveyor - Care
Sanctuary Care —Exeter
- £44,159.49 a year
- Full-time
- Contracts
- Construction experience
- Annual leave
- Employee assistance programme
Quick apply
Graduate Technical Manager - Asset
LiveWest —Clyst Honiton
- £29,800 a year
- Hybrid work
- Master's degree
- Bachelor's degree
- Communication skills
- Annual leave
- Employee discount
1d
Autism ADOS Assessor for Children - Exeter/South West England
Paloma Health —Exeter
- £68,000 - £72,000 a year
- Full-time
- Experience working with children
- In-person
- Communication skills
- Annual leave
- Employee assistance programme
Bookkeeper/Office Manager - Maternity Cover
Inconf —Exeter
- £25,000 - £33,000 a year
- Monday to Friday
- Microsoft Office
- Travel
- Communication skills
Quick apply
13d
Business Administrator - Equalities
Ministry of Justice —Newton Abbot
- £20,001 - £40,000 a year
- Full-time
- Hybrid work
- English
- Presentation skills
- Bachelor's degree
- Annual leave
15h
Project Manager
Network Plus —Exeter
- £70,000 - £80,000 a year
- Full-time
- Engineering
- Driving
- Contracts
Quick apply
Field Based IT Technician - Schools and Business - Exeter or Taunton - £27k to £30k
Soltech IT —Exeter
- £27,000 - £30,000 a year
- Full-time
- Azure
- Customer service
- Windows
- Free parking
- Paid training
Quick apply
9d
School Minibus Driver (Casual) - Wellington, TA21
Wellington School —Wellington
- £14 an hour
- Part-time
- Driving
- Organisational skills
- In-person
- Free parking
Quick apply
2d
Team Leader
River Exe Healthcare —Exmouth
- Weekend availability
- Travel
- Communication skills
Quick apply
10d
Senior Manager
Darnells Chartered Accountants —Newton Abbot
- Sales
- Microsoft Office
- Business development
- Flexible schedule
- Referral programme
13d

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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
8 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

documentation manager jobs in exeter, eng

Client Services Associate (Full time or Part time)

Patient Experience and Governance Manager

Talent Acquisition and HR Officer Fixed Term Contract

Health, Safety and Environmental Administrator

2nd Line Support Analyst

Site Manager

Administration Assistant

People Hub

Operations Manager

Service Management Analyst

Senior Property Surveyor - Care

Graduate Technical Manager - Asset

Autism ADOS Assessor for Children - Exeter/South West England

Bookkeeper/Office Manager - Maternity Cover

Business Administrator - Equalities

Project Manager

Field Based IT Technician - Schools and Business - Exeter or Taunton - £27k to £30k

School Minibus Driver (Casual) - Wellington, TA21

Team Leader

Senior Manager

I want to receive the latest job alerts for documentation manager in exeter, eng

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