Financial analysis Work, Jobs in Plymstock, Dev (with Salaries)

Financial Planning Associate - Plymouth
Atomos —Plymouth
- Hybrid work
- CRM software
- Microsoft Excel
- Organisational skills
10d
Company Accountant
Carrier —Plymouth
- £42,000 - £84,000 a year
- Full-time
- Hybrid work
8d
Legal Cashier
Wolferstans —Plymouth
- Hybrid work
- Communication skills
- Time management
- Work from home
7d
Assistant Accountant
BAM Nuttall —Plymouth
- Microsoft Excel
- Analysis skills
- Travel
Business Change Manager
University Hospitals Plymouth NHS Trust —Plymouth
- £57,528 - £64,750 a year
- Full-time
Project Accountant
Babcock International —Plymouth
- £44,600 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Communication skills
- Annual leave
- Employee assistance programme
4d
Plant Manager
Schneider Electric —Plymouth
- Full-time
- Management
- English
- Continuous improvement
Finance Business Partnering Manager
Babcock International —Plymouth
- £57,300 - £71,600 a year
- Full-time
- Microsoft Outlook
- Accounting
- Annual leave
- Employee assistance programme
10d
Planning Manager
AMETEK, Inc. —Plymouth
- Microsoft Excel
- Customer service
- ERP systems
1d
Finance Business Partner
University Hospitals Plymouth NHS Trust —Plymouth
- £49,387 - £64,750 a year
- Full-time
- Analysis skills
- Negotiation
4d
Engineer - Mechanical or Chemical
Babcock International —Plymouth
- Up to £48,800 a year
- Full-time
- Hybrid work
- CAD
- Engineering
- Mechanical knowledge
- Annual leave
- Employee assistance programme
Principal Independent Peer Review Assessor
Babcock International —Plymouth
- Full-time
- Hybrid work
- Engineering
- Annual leave
- Employee assistance programme
Training Analyst Designer
Babcock International —Plymouth
- £30,000 - £35,400 a year
- Full-time
- Communication skills
- Annual leave
- Employee assistance programme
12d
Solicitor or Chartered Legal Executive
Wolferstans —Plymouth
- Monday to Friday
- Hybrid work
- Communication skills
- Time management
- Work from home
Commercial Account Handler
Howden Group Holdings —Newton Abbot
- Full-time
- Hybrid work
- Employee discount
Principal Safety Engineer
Babcock International —Plymouth
- £61,474 - £68,754 a year
- Full-time
- Hybrid work
- Engineering
- Leadership
- Annual leave
- Employee assistance programme
Sales Consultant
McCarthy & Stone —Lee Mill
- From £30,000 a year
- Weekend availability
- Sales
- Salesforce
- Microsoft Office
- Employee assistance programme
Quick apply
Learning Mentor
The Obair Group —Plymouth
- £540 - £550 a week
- Full-time
- Applied behaviour analysis
- Psychology
- Organisational skills
- Free parking
- Referral programme
Quick apply
Principal Mechanical Engineer
Babcock International —Plymouth
- From £61,474 a year
- Full-time
- Hybrid work
- AutoCAD
- Agile
- Leadership
- Annual leave
- Employee assistance programme
Operations Manager
The Oil and Pipeline Agency —Torpoint
- Overtime
- Management
- Microsoft Office
- Travel

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Financial Planning Associate - Plymouth

Atomos -
Plymouth

Apply Now

Job details

10 days ago

Benefits

Company pension
Private medical insurance

Qualifications

CRM software
Financial planning
Microsoft Excel
Organisational skills
Communication skills
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

financial analysis jobs in plymstock, dev

Financial Planning Associate - Plymouth

Company Accountant

Legal Cashier

Assistant Accountant

Business Change Manager

Project Accountant

Plant Manager

Finance Business Partnering Manager

Planning Manager

Finance Business Partner

Engineer - Mechanical or Chemical

Principal Independent Peer Review Assessor

Training Analyst Designer

Solicitor or Chartered Legal Executive

Commercial Account Handler

Principal Safety Engineer

Sales Consultant

Learning Mentor

Principal Mechanical Engineer

Operations Manager

I want to receive the latest job alerts for financial analysis in plymstock, dev

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