Consultant, financial planning Work, Jobs in Axminster, Dev (with Salaries)

Wealth Planning Assistant
Raymond James Wessex —Exeter
- £25,420 - £32,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
9d
Trainee Tax Advisor – Rural Succession & Advisory
Evolution ABS —Wellington
- From £30,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Tax experience
- Free parking
- Profit sharing
Quick apply
Project & Change Readiness Specialist - Central Operations
Screwfix —Yeovil
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Office
- Project management
- Employee discount
- Flexible schedule
Finance Manager - Financial Planning & Analysis
Leonardo UK Ltd —Yeovil
- £66,000 - £75,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- ERP systems
- Microsoft Office
- Flexible schedule
- Referral programme
6d
Recruitment Consultant
TBC —Taunton
- £27,000 - £32,500 a year
- Full-time
- No experience needed
- Free parking
- Annual leave
Travel Consultant - Yeovil Middle St
Hays Travel —Yeovil
- Full-time
- Customer service
- IT
- Communication skills
- Annual leave
- Employee discount
Major Capital PMO Support Officer
Somerset NHS Foundation Trust —Taunton
- £32,073 - £39,043 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee discount
Team Coordinator/Document Control Team Lead
Xerox —Yeovil
- Full-time
- Supervising experience
- Mentoring
- Data entry
1d
Recruitment Consultant - Veterinary - UK Team
Global Veterinary Careers —Exeter
- £27,000 - £35,000 a year
- Full-time
- In-person
- Leadership
- Free parking
- Annual leave
Quick apply
9d
Financial Services Trainee Paraplanner
BoulterBowen WealthCare —Exeter
- £28,000 - £32,000 a year
- Full-time
- In-person
- Life insurance
Quick apply
7d
Travel Sales Consultant
Trailfinders —Exeter
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Specialist Practitioner - CAMHS ED Service
Somerset NHS Foundation Trust —Taunton
- £39,959 - £48,117 a year
- Full-time
- Nursing
- Annual leave
- Employee discount
Senior Management Accountant (ACCA OR CIMA Qualified)
J&T Business Consulting —Taunton
- £50,000 a year
- Microsoft Excel
- SQL
- Analysis skills
Quick apply
Head of Customs Compliance, Helicopters UK
Leonardo UK Ltd —Yeovil
- £66,000 - £90,000 a year
- Full-time
- Hybrid work
- Computer literacy
- Microsoft Office
- Presentation skills
- Flexible schedule
- Referral programme
Project Professionals Development Programme - Production Control
Vulcain Engineering Group —Bridgwater
- £32,000 - £38,000 a year
- Weekend availability
- SharePoint
- Communication skills
- Annual leave
- Employee assistance programme
13d
Administrative Manager
Reminiscence Learning —Wellington
- £27,000 a year
- Full-time
- Administrative experience
- Business development
- Analysis skills
Quick apply
7d
Senior Professional Services Consultant (DV/eDV Cleared)
SEMplicity, Inc. —Taunton
- £550 - £600 a day
- Azure
- DevOps
- Java
Quick apply
Head of Export Compliance, Helicopters UK
Leonardo UK Ltd —Yeovil
- £66,000 - £90,000 a year
- Full-time
- Hybrid work
- Computer literacy
- Microsoft Office
- Presentation skills
- Flexible schedule
- Referral programme
Sales & Events Coordinator
The Castle at Taunton —Taunton
- £25,000 - £26,500 a year
- Full-time
- Management
- Sales
- Hotel
- Employee discount
Quick apply
Property Programme Manager
Screwfix —Yeovil
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
- Employee discount
- Flexible schedule

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Wealth Planning Assistant

Raymond James Wessex
Exeter

Quick apply

Job details

Permanent | Full-time
£25,420 - £32,000 a year
9 days ago

Benefits

Free parking

Qualifications

Financial planning
Organisational skills
Financial services

Full job description

Role

The Wealth Planning Assistant provides essential administrative, analytical, and client service support to Wealth Managers and Financial Planners. The role supports the full advice cycle, from annual reviews through to preparing planning cases, onboarding clients, and ensuring the high-quality delivery of work throughout the advice process.

This position builds strong foundational knowledge of financial planning, client servicing and systems.

The successful candidate will:

· Own client servicing tasks for our client bank

· Support the delivery of client review cycles, follow-ups and recurring servicing tasks

· Maintain accurate client records, workflows and management information

· Work closely with wealth managers/financial planners and paraplanners to support case preparation and client communication

· Help ensure client enquiries are handled professionally, warmly and efficiently

· Support compliance and operational processes in line with the firm’s standards

· Identify process friction and suggest practical improvements

· Escalate appropriately where judgement, authority or technical input is required

· Contribute to a professional, client-focused and supportive team culture

In this role, success means clients feel well looked after, wealth planners are freed to focus on advice and relationships, and operational processes run on time and to standard.

You will be expected to manage work proactively, keep tasks and records up to date, communicate promptly, and take ownership of the work entrusted to you. The role would suit someone who takes pride in doing things properly and enjoys being part of a professional, client-focused business.

We are committed to supporting the development of our people. This role offers the opportunity to build deep operational knowledge across wealth management administration, client service, compliance processes, and planning workflows. For the right person, there is the opportunity for future progression opportunities.

The ideal candidate will bring:

Strong administration and organisational skills
Excellent attention to detail
A warm and professional communication style
Confidence dealing with clients by email and telephone
The ability to manage tasks, deadlines and follow-ups reliably
A proactive approach to solving problems and improving processes
Comfortable working with CRM systems and workflow tools
A strong team ethic and willingness to support colleagues
An interest in developing a career within wealth management

What We Are Looking For:

We are looking for someone who is organised, reliable, professional, and comfortable working in a detailed, process-led environment.
You will need to be confident managing multiple tasks, maintaining accurate records and communicating clearly with both clients and colleagues. Prior experience in financial services administration, wealth management would be helpful, but the most important qualities are accuracy, ownership, professionalism, and a willingness to learn.

What Good Looks Like:

In this role, success means clients feel well looked after, wealth planners are freed to focus on advice and relationships, and operational processes run on time and to standard.
You will be expected to manage work proactively, keep tasks and records up to date, communicate promptly, and take ownership of the work entrusted to you. The role would suit someone who takes pride in doing things properly and enjoys being part of a professional, client-focused business.

Pay: £25,420.00-£32,000.00 per year

Benefits:

Free parking

Work Location: In person

Quick apply

Refine Your Search

consultant, financial planning jobs in axminster, dev

Wealth Planning Assistant

Trainee Tax Advisor – Rural Succession & Advisory

Project & Change Readiness Specialist - Central Operations

Finance Manager - Financial Planning & Analysis

Recruitment Consultant

Travel Consultant - Yeovil Middle St

Major Capital PMO Support Officer

Team Coordinator/Document Control Team Lead

Recruitment Consultant - Veterinary - UK Team

Financial Services Trainee Paraplanner

Travel Sales Consultant

Specialist Practitioner - CAMHS ED Service

Senior Management Accountant (ACCA OR CIMA Qualified)

Head of Customs Compliance, Helicopters UK

Project Professionals Development Programme - Production Control

Administrative Manager

Senior Professional Services Consultant (DV/eDV Cleared)

Head of Export Compliance, Helicopters UK

Sales & Events Coordinator

Property Programme Manager

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