Senior financial planning Work, Jobs in Dawlish, Dev (with Salaries)

Senior Financial Planning Assistant
Charles Stanley —Exeter
- Full-time
- Customer service
- Communication skills
Technical Administrator
Gateley —Exeter
- Microsoft Excel
- Customer service
- Computer literacy
- Annual leave
- Employee assistance programme
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
Team Leader - Financial Planning Support
Old Mill —Exeter
- Hybrid work
- Administrative experience
- Mentoring
- Organisational skills
- Employee assistance programme
- Employee discount
Quick apply
Protection Pricing Actuary
The Exeter —Exeter
- Full-time
- Presentation skills
- IT
- Communication skills
- Employee assistance programme
- Life insurance
6d
Capital Director
South West Water —Exeter
- Engineering
- Continuous improvement
- Business
- Annual leave
- Employee discount
12d
Business Development Manager
Devon Rape Crisis and Sexual Abuse Services —Exeter
- £35,000 - £40,000 a year
- Part-time
- Hybrid work
- Master's degree
- Business development
- Project management
- Health & wellbeing programme
- Sick pay
Quick apply
Chief Officer
Engaging Communities South West (ECSW) —Paignton
- £29,309 a year
- Part-time
- Hybrid work
- Administrative experience
- Business development
- Travel
- Health & wellbeing programme
- Annual leave
Quick apply
AREA MANAGER
Domino's —Torquay
- £33,000 - £49,000 a year
- Full-time
- Customer service
- Human resources
- Leadership
- Flexitime
- Work from home
11d
Operations Coordinator – Maintenance
DC Space & Storage Solutions Ltd —Exeter
- £30,000 - £35,000 a year
- Full-time
- Microsoft Excel
- Management
- Customer service
Quick apply
16h
Regional Operations Leakage Manager
South West Water —Exeter
- Leadership
- Annual leave
- Employee discount
4d
Financial Adviser
Partnership Recruitment —Ipplepen
- Part-time
- Hybrid work
- School
Compliance Control Testing Officer - Exeter Hybrid
Argentis Group Limited —Exeter
- Full-time
- Hybrid work
- Financial services
- Employee discount
Quick apply
13d
Head of Leakage
South West Water —Exeter
- Analysis skills
- Travel
- Computer networking
- Annual leave
- Employee discount
4d
Client Manager
Old Mill —Exeter
- Full-time
- Hybrid work
- Annual leave
- Employee assistance programme
Quick apply
11d
Project Manager
Network Plus —Exeter
- £70,000 - £80,000 a year
- Full-time
- Engineering
- Driving
- Contracts
Quick apply
Assistant Manager
Old Mill —Exeter
- Full-time
- Hybrid work
- Tax experience
- Annual leave
- Employee assistance programme
Quick apply
11d
Chair of the Audit and Risk Committee (Non-Executive Director)
Dart Harbour —Dartmouth
- Hybrid work
Quick apply
13d
Capital Programme Manager
South West Water —Exeter
- Engineering
- Driving
- Contracts
- Annual leave
- Employee discount
6h
Field Studies Tutor
Field Studies Council —Kingsbridge
- From £28,470 a year
- Full-time
- School
- Teaching
- Annual leave
3d

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Senior Financial Planning Assistant

Charles Stanley -
Exeter

Apply Now

Job details

Full-time

Benefits

Company pension

Qualifications

Financial planning
Customer service
Communication skills

Full job description

Are you an experienced Financial Planning Assistant looking to take the next step in your career? Do you thrive in a fast‑paced, client‑focused environment where accuracy, organisation and teamwork truly matter? If so, this could be the perfect opportunity for you.

We’re looking for a proactive and detail‑driven Financial Planning Assistant to support one or two of our Financial Planners and play a key role in mentoring and developing trainee and apprentice FP Assistants. This is a fantastic chance to join a collaborative team where your expertise will directly contribute to exceptional client service and the smooth running of our advice process.

What you’ll be doing:

You’ll be at the heart of our client journey, ensuring every stage runs efficiently and professionally. Your responsibilities will include:

Preparing pre‑meeting packs for new clients
Drafting client engagement letters alongside Financial Planners
Recording and maintaining client information in Intelligent Office (IO)
Adding, updating and monitoring tasks within IO
Processing platform work, including new business submissions, cash management and fund switches
Assisting with four‑eye checks to maintain accuracy and compliance
Using provider websites to gather product information and valuations
Submitting and tracking new business
Supporting Financial Planners with Annual Reviews
Liaising with life offices, IMS and other third‑party providers
Handling client queries and taking incoming calls when required
Keeping Financial Planners updated on pipeline and in‑progress cases
Working closely with Paraplanners and the review team to ensure timely production of reports
Adding client remuneration expectations to IO and generating invoices where appropriate
Submitting Letters of Authority and gathering required information
Completing AML checks, including ID verification and ID3 Global processing
Producing client valuations using IO and Figaro
Supporting with trusts and death claims
Acting as a subject matter expert in one or more specialist areas (e.g., trusts, DB pension transfers)

What you’ll bring:

We’re looking for someone who combines technical capability with a strong client‑service mindset.

Qualifications & Experience:

Degree‑level education (or equivalent) preferred
Minimum of 4 years’ experience in Financial Planning support

Skills & Attributes:

Excellent customer service skills
Strong written and verbal communication
Exceptional attention to detail
Highly organised and able to prioritise effectively
Confident mentoring and supporting junior team members

Why join us?

You’ll be part of a supportive, knowledgeable team that values collaboration, continuous improvement and professional development. We’ll give you the tools, training and environment to grow your expertise and progress your career within financial planning.

Apply Now

Refine Your Search

senior financial planning jobs in dawlish, dev

Senior Financial Planning Assistant

Technical Administrator

Finance Manager

Team Leader - Financial Planning Support

Protection Pricing Actuary

Capital Director

Business Development Manager

Chief Officer

AREA MANAGER

Operations Coordinator – Maintenance

Regional Operations Leakage Manager

Financial Adviser

Compliance Control Testing Officer - Exeter Hybrid

Head of Leakage

Client Manager

Project Manager

Assistant Manager

Chair of the Audit and Risk Committee (Non-Executive Director)

Capital Programme Manager

Field Studies Tutor

I want to receive the latest job alerts for senior financial planning in dawlish, dev

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