Financial planning associate plymouth Work, Jobs in Hemerdon, Dev (with Salaries)

Financial Planning Associate - Plymouth
Atomos —Plymouth
- Hybrid work
- CRM software
- Microsoft Excel
- Organisational skills
4d
Business Support Specialist
Babcock International —Plymouth
- £33,900 - £42,400 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Data analysis skills
- Microsoft Office
- Annual leave
- Employee assistance programme
8d
Head of Estate Development
University Hospitals Plymouth NHS Trust —Plymouth
- £79,504 - £91,609 a year
- Full-time
- Project management
- Patient care
12d

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Financial Planning Associate - Plymouth
Atomos —Plymouth
You’re already established within Financial Planning and are now approaching the point of becoming a fully qualified Financial Planner.
4d
Business Support Specialist
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‘Be Kind Day’ enables employees to take one working day's paid leave a year (or equivalent hours) to undertake volunteering work with their chosen organisation…
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Financial Planning Associate - Plymouth

Atomos -
Plymouth

Apply Now

Job details

4 days ago

Benefits

Company pension
Private medical insurance

Qualifications

CRM software
Financial planning
Microsoft Excel
Organisational skills
Communication skills
Certificate in Insurance

Full job description

Career
You’re already established within Financial Planning and are now approaching the point of becoming a fully qualified Financial Planner. You’re looking for a role that bridges the final step, offering deeper client responsibility, advanced technical exposure, and a clear, supported route into an adviser position in the near term.

About the role
This role is centred around client relationship management and adviser development. You will work closely with a Financial Planner with a substantial client base, gaining exposure to high‑net‑worth clients and complex planning scenarios.

Over an expected one to two year development period. You will build the practical skills required to succeed, including how to engage and advise clients, develop your professional network, and contribute to lead generation, preparing you for a successful transition into an adviser role.

Accountabilities

Manage day‑to‑day client relationships, ensuring all requests are handled promptly and proactively.
Prepare for, attend, and follow up on client meetings, ensuring all post‑meeting actions are completed.
Review existing financial plans to ensure they continue to meet client needs.
Write financial planning reports as part of the onboarding process.
Review suitability reports and provide technical input for client meetings.
Prepare detailed cashflow reports.
Liaise with the admin and paraplanning teams to ensure work progresses smoothly.
Support occasional suitability report writing during peak periods.
Attend networking events and begin building your professional profile.
Use AI‑driven systems (including Saturn) to support analysis, modelling, and workflow efficiency as part of your daily work.

This is an integral role offering exceptional exposure, development, and mentorship. You will be supported through our Junior Financial Planner pathway, giving you a structured and achievable route to becoming an adviser.

Skills and Experience

Level 4 qualified (e.g. CII) in Financial Planning.
Strong understanding of financial planning processes and client service.
Technical capability across pensions, tax, cashflow modelling, and financial planning research.
Excellent communication skills and confidence engaging with clients.
Strong organisational skills and the ability to manage multiple priorities.
Experience with CRM systems (we use Xplan) and strong Excel skills.

Benefits

Competitive Pension Scheme - we contribute 6%, you 3%
26 days holiday plus bank holidays
Private Medical Insurance
Life Assurance (4x)
Group Income Protection
Work From Anywhere policy

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.

Apply Now

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financial planning associate plymouth jobs in hemerdon, dev

Financial Planning Associate - Plymouth

Business Support Specialist

Head of Estate Development

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