Financial planning Work, Jobs in Exeter, Eng (with Salaries)

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
Senior Financial Planning Assistant
Charles Stanley —Exeter
- Full-time
- Customer service
- Communication skills
GBP 8170 Programme Assistant (Interdisciplinary Pathways)
University of Exeter —Exeter
- From £28,029 a year
- Hybrid work
- Microsoft Excel
- Customer service
- University
6d
Technical Administrator
Gateley —Exeter
- Microsoft Excel
- Customer service
- Computer literacy
- Annual leave
- Employee assistance programme
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
Planner / Scheduler
South West Water —Exeter
- £28,640 - £33,390 a year
- Microsoft Excel
- Microsoft Office
- Organisational skills
- Employee discount
4d
AREA MANAGER
Domino's —Torquay
- £33,000 - £49,000 a year
- Full-time
- Customer service
- Human resources
- Leadership
- Flexitime
- Work from home
Paraplanner
Quilter —Exeter
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Protection Pricing Actuary
The Exeter —Exeter
- Full-time
- Presentation skills
- IT
- Communication skills
- Employee assistance programme
- Life insurance
13d
Financial Planner
Charles Stanley —Exeter
- Full-time
- Mentoring
- Leadership
- Communication skills
Associate - Transactional Real Estate
Michelmores LLP —Exeter
- Call to connect
- Business development
Administrator
Bupa —Exeter
- £26,800 a year
- Full-time
- Customer service
- Computer literacy
- Administrative experience
- Employee discount
- Gym membership
Quick apply
Paralegal - Transactional Real Estate
Michelmores LLP —Exeter
- Call to connect
- Microsoft Office
- Organisational skills
- IT
Project Officer – South West Peatland Partnership
South West Water —Okehampton
- £34,000 - £38,000 a year
- Full-time
- Hybrid work
- Management
- Project management
- No degree
- Employee discount
Practice Manager - Full or Part time
GFHR Consulting —Newton Abbot
- Full-time
- Management
- Organisational skills
- Leadership
- Annual leave
Quick apply
Assistant Manager
Old Mill —Exeter
- Full-time
- Hybrid work
- Tax experience
- Annual leave
- Employee assistance programme
Quick apply
Technology Programme Manager
Wokingham Borough Council —Shute
- £52,414 - £57,870 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
5d
Compliance Control Testing Officer - Exeter Hybrid
Argentis Group Limited —Exeter
- Full-time
- Hybrid work
- Financial services
- Employee discount
Quick apply
Financial Adviser
Partnership Recruitment —Ipplepen
- Part-time
- Hybrid work
- School
Client Manager
Old Mill —Exeter
- Full-time
- Hybrid work
- Annual leave
- Employee assistance programme
Quick apply

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Financial Services Trainee Paraplanner

BoulterBowen WealthCare
Exeter

Quick apply

Job details

Permanent | Full-time
£28,000 - £32,000 a year

Benefits

Discounted or free food
Company pension
Life insurance
On-site parking

Qualifications

Financial planning
Report writing
Analysis skills
Organisational skills
Financial services

Full job description

We have an exciting opportunity to join our Finance firm based on the outskirts of Exeter.

In this role you will be a key member of the team assisting our Financial Advisers in providing a first class service to our clients. Your varied daily tasks will include:

Core paraplanner duties including assisting in preparing for meetings, completing meeting workbooks and application forms.
Obtaining illustrations and product information from providers.
Preparing bespoke suitability reports to meet client needs.
Undertaking cashflow modelling and utilising tools such as FE Analytics.
Providing general administration and compliance support including processing and uploading documents to Salesforce.
Reviewing and maintaining compliant client records and files.
Assisting with trading and the investment processes.
Personal administrative support for the company Director.
Providing general support to the team in all areas of the business.

We are interested in speaking to paraplanners who have previous experience working within the role and are working towards their Level 4 Diploma in Regulated Financial Planning (DipPFS).

The role is ideal for someone who wants to progress their career, is outgoing, communicative, isn’t afraid to ask questions and wants to learn. You will be highly organised, resourceful, naturally inquisitive with strong attention to detail.

Study support will be provided as part of the role for the right candidate to complete relevant qualifications, with the opportunity to progress and develop within the company.

We offer a competitive package with pension contributions and life cover.

If you feel you would be suitable for this role, please submit a CV and covering letter online, by email or post. Applications without a covering letter will not be considered.

BoulterBowen, Winslade House, Winslade Park, Manor Drive, Clyst St Mary, Exeter, EX5 1FY

Hours: Monday – Friday 9:00 -17:30

Holiday: Starts at 5 weeks pa and bank holidays

Job Types: Full-time, Permanent

Pay: £28,000.00-£32,000.00 per year

Benefits:

Company pension
Discounted or free food
Life insurance
On-site parking

Work Location: In person

Quick apply

Refine Your Search

financial planning jobs in exeter, eng

Financial Services Trainee Paraplanner

Senior Financial Planning Assistant

GBP 8170 Programme Assistant (Interdisciplinary Pathways)

Technical Administrator

Business Development Manager

Planner / Scheduler

AREA MANAGER

Paraplanner

Protection Pricing Actuary

Financial Planner

Associate - Transactional Real Estate

Administrator

Paralegal - Transactional Real Estate

Project Officer – South West Peatland Partnership

Practice Manager - Full or Part time

Assistant Manager

Technology Programme Manager

Compliance Control Testing Officer - Exeter Hybrid

Financial Adviser

Client Manager

I want to receive the latest job alerts for financial planning in exeter, eng

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