Planning associate Work, Jobs in Yelverton, Dev (with Salaries)

Financial Planning Associate - Plymouth
Atomos —Plymouth
- Hybrid work
- CRM software
- Microsoft Excel
- Organisational skills
Quality Assurance Specialist
Mars —Plymouth
- Full-time
- English
- Master's degree
- Bachelor's degree
11d
Associate Project Manager
KBR —Hatherleigh
- Full-time
- Hybrid work
- SharePoint
- Time management
3d
[260624G] Outreach Teacher
ACE Health and Welfare —Plymouth
- £32,916 - £51,047 a year
- Call to connect
- English
- Communication skills
- School
- Employee assistance programme
9d
Experienced Complex Care/Brain Injury Case Manager - West Country
Kindred Community Ltd —Plymouth
- Full-time
- Hybrid work
- Travel
- Care plans
- Leadership
- Referral programme
Quick apply
1d
Preventative Maintenance Technician (Moulding)
BD —Plymouth
- £25,000 - £38,125 a year
- Maintenance
- Organisational skills
- IT
- Free parking
- Annual leave
Associate Cost Manager (Infrastructure Consultancy)
AECOM —Plymouth
- Full-time
- Hybrid work
- Engineering
- Contracts
- Construction
Deputy Project Lead - Healthcare Sector
Mace —Plymouth
- Full-time
- Hybrid work
- Contracts
10d
Associate/Project Director - Defence Construction
Turner & Townsend —Plymouth
- Full-time
- Hybrid work
- Project management
- Travel
- Contracts
Quick apply
Nursing Associate - Torressa
Cornwall Partnership NHS Foundation Trust —Saltash
- £28,392 - £31,157 a year
- Full-time
- Travel
- Organisational skills
- Care plans
- Employee discount
10d
Financial Adviser
Partnership Recruitment —Ipplepen
- Part-time
- Hybrid work
- School
Associate Structural Engineer
AECOM —Plymouth
- Hybrid work
- Civil engineering
- Engineering
- Master's degree
Private Dentist
Redefyn Dental & Aesthetics —Plymouth
- From £42,000 a year
- Part-time
- Anatomy knowledge
- CAD
- Bachelor's degree
Quick apply

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Quality Assurance Specialist
Mars —Plymouth
Key Competencies: High proficiency in quality decisions, planning, priority setting, accountability, driving for results, and building strong cross functional…
11d
Quality Assurance Technologist
Dartmouth Foods —Plymouth
After 6 month's continuous service, membership of Perkpal - discount and rewards programme offering a host of retail, leisure, fitness and entertainment…
£13.16 - £14.39 an hour
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planning associate jobs near yelverton, dev

Financial Planning Associate - Plymouth

Atomos -
Plymouth

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Job details

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

planning associate jobs in yelverton, dev

Financial Planning Associate - Plymouth

Quality Assurance Specialist

Associate Project Manager

[260624G] Outreach Teacher

Experienced Complex Care/Brain Injury Case Manager - West Country

Preventative Maintenance Technician (Moulding)

Associate Cost Manager (Infrastructure Consultancy)

Deputy Project Lead - Healthcare Sector

Associate/Project Director - Defence Construction

Nursing Associate - Torressa

Financial Adviser

Associate Structural Engineer

Private Dentist

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