Planner Work, Jobs in Chard, Som (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
8d
Retail Planning Manager
Screwfix —Yeovil
- Full-time
- Hybrid work
- Sales
- Microsoft Office
- IT
- Employee discount
- Flexible schedule
Progress Co-ordinator _ HPC
Bilfinger SE —Bridgwater
- Microsoft Excel
- Oracle
- Engineering
Assistant Manager or Manager, Quality, Risk & Compliance
Albert Goodman LLP —Taunton
- Full-time
- Management
- Organisational skills
- Communication skills
- Employee assistance programme
Semi Senior or Senior, Business Services
Albert Goodman LLP —Yeovil
- Employee assistance programme
Construction Planner
Assystem —Bridgwater
- Hybrid work
- Engineering
- English
- Construction experience
- Annual leave
- Work from home
Assistant Planning Adviser
National Trust —Exeter
- £30,966 a year
- Full-time
- Hybrid work
- Travel
- Organisational skills
- Communication skills
- Free parking
- Employee assistance programme
10d
Area Planner
Cooper Moss Rutland —Bridgwater
- Full-time
- No degree
- Construction experience
- Employee discount
MEH Area Planner
Cooper Moss Rutland —Bridgwater
- Full-time
- Construction experience
- Communication skills
- Employee discount
Planning Administrator
Kier Group —Exeter
- Part-time
- Hybrid work
- Microsoft Office
- Travel
- Organisational skills
- Flexible schedule
6d
Regional Controller
South West Water —Exeter
- £32,917 a year
- IT
- Annual leave
- Employee assistance programme
Delivery & Installation Driver 7.5T
The Sofa Delivery Company —Cullompton
- £15.93 an hour
- Full-time
- Time management
- Annual leave
- Employee discount
Quick apply
Insolvency Administrator or Senior Insolvency Administrator
Albert Goodman LLP —Taunton
- Hybrid work
- Customer service
- Employee assistance programme
Continuous Improvement Coordinator
Harmony Fire —Yeovil
- Full-time
- Analysis skills
- Continuous improvement
- Travel
Quick apply
Demand Planner
Novanta —Taunton
- Full-time
- Analysis skills
Inventory Planner
2 Sisters Food Group —Willand
- £14.60 an hour
- Overtime
- English
- Free parking
- Employee assistance programme
Quick apply
Accounts Semi Senior, Charities
Albert Goodman LLP —Taunton
- Part-time
- Hybrid work
- Employee assistance programme
Project Planner - Nuclear Construction
Assystem —Bridgwater
- Hybrid work
- Analysis skills
- Construction experience
- In-person
- Annual leave
- Work from home
Planner (Commissioning)
Assystem —Bridgwater
- Hybrid work
- Microsoft Excel
- Engineering
- Construction experience
- Annual leave
- Flexible schedule
Transport Planner - Bridgwater
Morrisons —Bridgwater
- Analysis skills
- Communication skills
- Free parking
- Annual leave
Quick apply
13d

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planner jobs near chard, som

Wealth Planning Assistant

Raymond James Wessex
Exeter

Quick apply

Job details

Permanent | Full-time
£25,420 - £32,000 a year
8 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

planner jobs in chard, som

Wealth Planning Assistant

Retail Planning Manager

Progress Co-ordinator _ HPC

Assistant Manager or Manager, Quality, Risk & Compliance

Semi Senior or Senior, Business Services

Construction Planner

Assistant Planning Adviser

Area Planner

MEH Area Planner

Planning Administrator

Regional Controller

Delivery & Installation Driver 7.5T

Insolvency Administrator or Senior Insolvency Administrator

Continuous Improvement Coordinator

Demand Planner

Inventory Planner

Accounts Semi Senior, Charities

Project Planner - Nuclear Construction

Planner (Commissioning)

Transport Planner - Bridgwater

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