Consultant, financial planning Work, Jobs in Ottery Saint Mary, Dev (with Salaries)

Financial Planning Assistant / Administrator
Premier Financial Planning Ltd —Exeter
- £22,000 - £29,000 a year
- Part-time
- Microsoft Outlook
- Microsoft Office
- Administrative experience
- Free parking
- Profit sharing
Quick apply
7d
Finance Manager
Devon Rape Crisis and Sexual Abuse Services —Exeter
- £35,000 - £40,000 a year
- Part-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Project management
- Health & wellbeing programme
- Sick pay
Quick apply
Business Development Manager
Devon Rape Crisis and Sexual Abuse Services —Exeter
- £35,000 - £40,000 a year
- Part-time
- Hybrid work
- Master's degree
- Business development
- Project management
- Health & wellbeing programme
- Sick pay
Quick apply
Consultant, Financial Planning
Albert Goodman LLP —Taunton
- Public speaking
- Employee assistance programme
Finance Manager
Little Halstock Ltd —Beaminster
- £32,000 - £45,000 a year
- Part-time
- Travel
- Accounting
- Financial services
- Free parking
Quick apply
11d
Travel Sales Consultant
Trailfinders —Exeter
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Programme Director
Torbay and South Devon NHS Foundation Trust —Torquay
- £79,504 - £91,609 a year
- Full-time
3d
Technical Administrator
Gateley —Exeter
- Microsoft Excel
- Customer service
- Computer literacy
- Annual leave
- Employee assistance programme
Location Manager- Student Accommodation
loc8me —Exeter
- £35,000 - £40,000 a year
- Full-time
- Customer service
- Driving
- Organisational skills
Quick apply
Team Leader - Financial Planning Support
Old Mill —Exeter
- Hybrid work
- Administrative experience
- Mentoring
- Organisational skills
- Employee assistance programme
- Employee discount
Quick apply
Compliance Lead
BRC Jobs —Taunton
- Full-time
Quick apply
13d
Financial Services Trainee Paraplanner
BoulterBowen WealthCare —Exeter
- £28,000 - £32,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Life insurance
Quick apply
GRADUATE / INCORPORATED ENGINEER
Case Consultants —Torquay
Sales Consultant
Safestore —Exeter
- £26,440 a year
- Full-time
- Sales
- Customer service
- Annual leave
- Employee assistance programme
Quick apply
Financial Planning Administrator
Old Mill —Exeter
- Hybrid work
- Administrative experience
- Organisational skills
- Financial services
- Annual leave
- Employee assistance programme
Systems Implementation Consultant (Finance)
IMP Software —Exeter
- Microsoft Excel
- Microsoft Office
- School
Quick apply
Senior Financial Planning Assistant
Charles Stanley —Exeter
- Full-time
- Customer service
- Communication skills
Haematology consultant
Torbay and South Devon NHS Foundation Trust —Torquay
- £113,565 - £150,569 a year
- Full-time
Customer Champion
Tapi —Exeter
- £29,000 a year
- Full-time
- Communication skills
- Employee assistance programme
- Employee discount
Sales Executive
Batsford Consulting Ltd —Exeter
- £30,000 - £50,000 a year
- Full-time
- Sales
- Business development
- Analysis skills
- Health & wellbeing programme
Quick apply
6d

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consultant, financial planning jobs near ottery saint mary, dev

Financial Planning Assistant / Administrator

Premier Financial Planning Ltd
Exeter

Quick apply

Job details

Part-time | Full-time
£22,000 - £29,000 a year
7 days ago

Benefits

Free parking
Profit sharing
Financial planning services
Flexitime
Company pension
Company events
Employee discount
Sick pay

Qualifications

Economics
Microsoft Outlook
Mathematics
Microsoft Office
Administrative experience
Organisational skills
Financial services
Typing
Phone etiquette
Business
A Level
Office experience

Full job description

Financial Planning Assistant / Administrator – Exeter

Premier Financial Planning Ltd is looking for a professional, hard-working and organised Financial Planning Assistant / Administrator to join our Exeter office.

This is an important role within a friendly and growing financial advice business. We are looking for the right person who wants to become a valued long-term member of the team, support our advisers, help with new clients and play a key part in delivering an excellent client experience.

Ideally, you will already have experience working in financial advice, financial services, mortgages, pensions, investments or a similar professional office environment. However, we would also consider someone with the right attitude, strong administration skills and a genuine desire to learn the financial advice industry.

About Us

Premier Financial Planning Ltd is an award-winning team of Mortgage and Financial Planners, supporting clients across the South of England.

Our Exeter office provides friendly, professional and high-quality financial planning advice to clients looking to achieve their goals in life, career and family. We take time to get to know our clients properly and understand what matters most to them.

Due to continued demand from new clients, we are looking to expand our team so we can continue to offer the level of service our clients expect.

About the Role

The role will involve supporting our Financial Planners with client administration, preparing for meetings, helping process new business and ensuring clients receive a smooth, professional and friendly service.

We are ideally looking for someone full time, Monday to Friday, 9am to 5pm. However, for the right person, we would consider a four-day working week.

This is an office-based role in Exeter.

Key Responsibilities

Your responsibilities will include:

Supporting Financial Advisers with preparation for client meetings and follow-up actions.
Helping with new client enquiries and onboarding.
Preparing and maintaining client files, ensuring all records and documents are accurate and up to date.
Using CRM systems to manage client information and workflow.
Liaising with clients, providers and colleagues in a professional and timely manner.
Handling client queries and helping deliver a positive client experience.
Assisting with the processing of applications, transactions and account queries.
Supporting the wider team with general administration and office organisation.
Helping keep the office professional, organised and client-ready.
Working closely with advisers and colleagues to improve processes and share best practice.

The Person We Are Looking For

We are looking for someone who is:

Professional, reliable and hard-working.
Organised, accurate and detail-focused.
Friendly and confident when dealing with clients.
Keen to learn and develop within the financial advice industry.
Able to manage their time and prioritise work effectively.
Comfortable working in a busy office environment.
Good with Word, Excel, Outlook and general office systems.
A good communicator, both written and verbal.
Looking for a long-term opportunity rather than just a short-term role.

Experience in financial advice or financial services would be a strong advantage, but the right personality, work ethic and willingness to learn are just as important.

What We Offer

Full-time hours, Monday to Friday, 9am to 5pm.
Four-day week considered for the right person.
Supportive, friendly and relaxed office environment.
Opportunity to learn from experienced Financial Advisers.
A chance to build a long-term career in financial advice.
Holiday package.
Workplace pension.
Option to purchase extra holiday.
Flexibility where needed, as we understand the importance of family life.

This is a great opportunity for someone who wants to join a growing company, become part of a close team and build a fulfilling career in financial planning.

Job Types: Full-time, Part-time

Pay: £22,000.00-£29,000.00 per year

Benefits:

Company events
Company pension
Employee discount
Financial planning services
Flexitime
Free parking
Profit sharing
Sick pay

Education:

A-Level or equivalent (required)

Experience:

Financial Services: 1 year (preferred)

Work Location: In person

Quick apply

Refine Your Search

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