Financial services Work, Jobs in Topsham, 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
4d
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
Management Accountant
CORNERSTONE HOUSING LTD —Exeter
- Up to £40,000 a year
- Full-time
- Accounting
- In-person
- Time management
- Health & wellbeing programme
- Flexitime
Quick apply
5d
Vehicle Damage Assessor (VDA) Trainee
Motofix Accident Repair Centres —Exeter
- Up to £33,500 a year
- Sales
- Customer service
- IT
- Annual leave
- Life insurance
Quick apply
2d
Business Manager
Vertu Motors —Exeter
- £35,000 - £55,000 a year
- Full-time
- Sales
- Communication skills
- Negotiation
Quick apply
Warranty Divisional Administrator
Marshall Motor Group —Exeter
- £29,500 - £32,000 a year
- IT
- Annual leave
- Employee discount
Quick apply
Case Manager Career Pathway
Lendology CIC —Taunton
- £25,000 - £30,000 a year
- Full-time
- Customer service
- English
- In-person
- Free parking
- Annual leave
Quick apply
9d
Accounts Assistant
Southon & Co —Exmouth
- £30,000 - £35,000 a year
- Part-time
- Microsoft Excel
- Microsoft Office
- QuickBooks
- Free parking
Quick apply
11d
Sales Ledger Administrator
St David's Poultry Team Ltd —Lympstone
- £27,000 - £29,000 a year
- Full-time
- IT
- Leadership
- Free parking
- Employee assistance programme
Quick apply
1d
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
Mortgage Advisor
The Mortgage Experts —Newton Abbot
- £60,000 - £100,000 a year
- Remote
Corporate Finance Associate
Old Mill —Exeter
- Full-time
- Hybrid work
- Annual leave
- Employee assistance programme
Quick apply
Bookkeeping and Finance Manager (MATERNITY COVER)
Fishtek Ltd —Dartington
- £35,000 - £40,000 a year
- Temporary
- Hybrid work
- Computer literacy
- Organisational skills
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
Administration Assistant - Investment Team - Hybrid
Argentis Group Limited —Exeter
- Full-time
- Hybrid work
- English
- Financial services
- Communication skills
Quick apply
8d
Newly Qualified Accountant - Corporate Finance
Old Mill —Exeter
- Full-time
- Hybrid work
- Annual leave
- Employee assistance programme
Quick apply
Finance Administrative Assistant
Stephens Scown —Exeter
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Annual leave
Client Manager
Old Mill —Exeter
- Full-time
- Hybrid work
- Annual leave
- Employee assistance programme
Quick apply
8d
Debt Adviser (Crisis and Resilience Fund)
Citizens Advice South Hams —Totnes
- £28,068 - £32,370 a year
- Part-time
- Hybrid work
Quick apply
5d
Assistant Manager
Old Mill —Exeter
- Full-time
- Hybrid work
- Tax experience
- Annual leave
- Employee assistance programme
Quick apply
8d
Team Leader - Financial Planning Support
Old Mill —Exeter
- Hybrid work
- Administrative experience
- Mentoring
- Organisational skills
- Employee assistance programme
- Employee discount
Quick apply

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financial services jobs near topsham, dev

Financial Planning Assistant / Administrator

Premier Financial Planning Ltd
Exeter

Quick apply

Job details

Part-time | Full-time
£22,000 - £29,000 a year
4 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

financial services jobs in topsham, dev

Financial Planning Assistant / Administrator

Finance Manager

Management Accountant

Vehicle Damage Assessor (VDA) Trainee

Business Manager

Warranty Divisional Administrator

Case Manager Career Pathway

Accounts Assistant

Sales Ledger Administrator

Financial Services Trainee Paraplanner

Mortgage Advisor

Corporate Finance Associate

Bookkeeping and Finance Manager (MATERNITY COVER)

Administration Assistant - Investment Team - Hybrid

Newly Qualified Accountant - Corporate Finance

Finance Administrative Assistant

Client Manager

Debt Adviser (Crisis and Resilience Fund)

Assistant Manager

Team Leader - Financial Planning Support

I want to receive the latest job alerts for financial services in topsham, dev

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