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

Financial Planning Assistant / Administrator
Premier Financial Planning Ltd —Exeter
- £22,000 - £29,000 a year
- Part-time
- Microsoft Outlook
- Microsoft Office
- Administrative experience
- Free parking
- Profit sharing
Quick apply
4d
Senior Financial Planning Assistant
Charles Stanley —Exeter
- Full-time
- Customer service
- Communication skills
Administration Assistant - Investment Team - Hybrid
Argentis Group Limited —Exeter
- Full-time
- Hybrid work
- English
- Financial services
- Communication skills
Quick apply
7d
Lifestyle and Wellbeing Coordinator
Sanctuary Care —Exeter
- £13.27 an hour
- Nursing home
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Assistant Manager
Old Mill —Exeter
- Full-time
- Hybrid work
- Tax experience
- Annual leave
- Employee assistance programme
Quick apply
8d
Transport Planner - Exeter
WSP —Exeter
- Part-time
- Hybrid work
- Project management
- Communication skills
- Flexitime
- Work from home
Community Engagement Assistant
Sidmouth Hospice at Home —Sidmouth Town
- £14 - £15 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
Care Assistant
HC-One - Gittisham Hill House —Honiton
- £14.80 - £15.30 an hour
- Annual leave
- Employee assistance programme
Quick apply

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Based on your search for financial planning assistant

Financial Planning Assistant / Administrator
Premier Financial Planning Ltd —Exeter
Assisting with the processing of applications, transactions and account queries. Liaising with clients, providers and colleagues in a professional and timely…
£22,000 - £29,000 a year
Quick apply
4d
Lifestyle and Wellbeing Coordinator
Sanctuary Care —Exeter
Build connections within the home and beyond to help enhance the resident experience. Exclusive retail discounts, Cycle to Work, and salary sacrifice…
£13.27 an hour
Quick apply

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Financial Planning Assistant / Administrator

Premier Financial Planning Ltd
Exeter

Quick apply

Job details

Part-time | Full-time
£22,000 - £29,000 a year
4 days ago

Benefits

Free parking
Profit sharing
Financial planning services
Flexitime
Company pension
Company events
Employee discount
Sick pay

Qualifications

Economics
Microsoft Outlook
Mathematics
Microsoft Office
Administrative experience
Organisational skills
Financial services
Typing
Phone etiquette
Business
A Level
Office experience

Full job description

Financial Planning Assistant / Administrator – Exeter

Premier Financial Planning Ltd is looking for a professional, hard-working and organised Financial Planning Assistant / Administrator to join our Exeter office.

This is an important role within a friendly and growing financial advice business. We are looking for the right person who wants to become a valued long-term member of the team, support our advisers, help with new clients and play a key part in delivering an excellent client experience.

Ideally, you will already have experience working in financial advice, financial services, mortgages, pensions, investments or a similar professional office environment. However, we would also consider someone with the right attitude, strong administration skills and a genuine desire to learn the financial advice industry.

About Us

Premier Financial Planning Ltd is an award-winning team of Mortgage and Financial Planners, supporting clients across the South of England.

Our Exeter office provides friendly, professional and high-quality financial planning advice to clients looking to achieve their goals in life, career and family. We take time to get to know our clients properly and understand what matters most to them.

Due to continued demand from new clients, we are looking to expand our team so we can continue to offer the level of service our clients expect.

About the Role

The role will involve supporting our Financial Planners with client administration, preparing for meetings, helping process new business and ensuring clients receive a smooth, professional and friendly service.

We are ideally looking for someone full time, Monday to Friday, 9am to 5pm. However, for the right person, we would consider a four-day working week.

This is an office-based role in Exeter.

Key Responsibilities

Your responsibilities will include:

Supporting Financial Advisers with preparation for client meetings and follow-up actions.
Helping with new client enquiries and onboarding.
Preparing and maintaining client files, ensuring all records and documents are accurate and up to date.
Using CRM systems to manage client information and workflow.
Liaising with clients, providers and colleagues in a professional and timely manner.
Handling client queries and helping deliver a positive client experience.
Assisting with the processing of applications, transactions and account queries.
Supporting the wider team with general administration and office organisation.
Helping keep the office professional, organised and client-ready.
Working closely with advisers and colleagues to improve processes and share best practice.

The Person We Are Looking For

We are looking for someone who is:

Professional, reliable and hard-working.
Organised, accurate and detail-focused.
Friendly and confident when dealing with clients.
Keen to learn and develop within the financial advice industry.
Able to manage their time and prioritise work effectively.
Comfortable working in a busy office environment.
Good with Word, Excel, Outlook and general office systems.
A good communicator, both written and verbal.
Looking for a long-term opportunity rather than just a short-term role.

Experience in financial advice or financial services would be a strong advantage, but the right personality, work ethic and willingness to learn are just as important.

What We Offer

Full-time hours, Monday to Friday, 9am to 5pm.
Four-day week considered for the right person.
Supportive, friendly and relaxed office environment.
Opportunity to learn from experienced Financial Advisers.
A chance to build a long-term career in financial advice.
Holiday package.
Workplace pension.
Option to purchase extra holiday.
Flexibility where needed, as we understand the importance of family life.

This is a great opportunity for someone who wants to join a growing company, become part of a close team and build a fulfilling career in financial planning.

Job Types: Full-time, Part-time

Pay: £22,000.00-£29,000.00 per year

Benefits:

Company events
Company pension
Employee discount
Financial planning services
Flexitime
Free parking
Profit sharing
Sick pay

Education:

A-Level or equivalent (required)

Experience:

Financial Services: 1 year (preferred)

Work Location: In person

Quick apply

Refine Your Search

financial planning assistant jobs in exeter, eng

Financial Planning Assistant / Administrator

Senior Financial Planning Assistant

Administration Assistant - Investment Team - Hybrid

Lifestyle and Wellbeing Coordinator

Assistant Manager

Transport Planner - Exeter

Community Engagement Assistant

Care Assistant

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