Planner Work, Jobs in Ottery Saint Mary, Dev (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
9d
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
Planning Administrator
Kier Group —Exeter
- £35,000 - £45,000 a year
- Part-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Communication skills
- Flexible schedule
7d
Planner
LiveWest —Clyst Honiton
- £27,600 a year
- Data analysis skills
- Automotive diagnostics
- Annual leave
- Employee discount
7d
Regional Controller
South West Water —Exeter
- £32,917 a year
- IT
- Annual leave
- Employee assistance programme
Assistant Manager or Manager, Quality, Risk & Compliance
Albert Goodman LLP —Taunton
- Full-time
- Management
- Organisational skills
- Communication skills
- Employee assistance programme
Project Planner
TMS Ltd —Dawlish
- Hybrid work
- Civil engineering
- Microsoft Excel
- Engineering
Quick apply
13d
Family Services Administrator
Orchard House Family Assessment and Intervention Centre Ltd —Taunton
- £25,000 - £26,500 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Experience working with children
- Free parking
- Health & wellbeing programme
Quick apply
8h
RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planner)
Royal Bank of Canada —Exeter
- Full-time
- Customer service
- Communication skills
- Banking
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
Demand Planner
Novanta —Taunton
- Full-time
- Analysis skills
Development Management Manager
Mid-Devon District Council —Tiverton
- £55,578 - £58,825 a year
- Full-time
- Communication skills
- Free parking
- Annual leave
8d
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
Senior Planner
Tilbury Douglas —Exeter
- Full-time
- Civil engineering
- Construction experience
- Communication skills
- Annual leave
- Employee assistance programme
Client Administrator
Evelyn Partners —Exeter
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Communication skills
8d
Lead Planner - Regional Civils
Balfour Beatty —Exeter
- Hybrid work
- Civil engineering
- Project management
- Communication skills
- Annual leave
Planner
Gallifordtry —Exeter
- Full-time
- Data analysis skills
- Presentation skills
- IT
- Employee assistance programme
- Employee discount
Bookkeeper (Technician), Outsourced Finance
Albert Goodman LLP —Taunton
- Hybrid work
- Customer service
- Organisational skills
- Employee assistance programme

I want to receive the latest job alerts for planner in ottery saint mary, dev

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Wealth Planning Assistant

Raymond James Wessex
Exeter

Quick apply

Job details

Permanent | Full-time
£25,420 - £32,000 a year
9 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 ottery saint mary, dev

Wealth Planning Assistant

Assistant Planning Adviser

Planning Administrator

Planner

Regional Controller

Assistant Manager or Manager, Quality, Risk & Compliance

Project Planner

Family Services Administrator

RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planner)

Delivery & Installation Driver 7.5T

Insolvency Administrator or Senior Insolvency Administrator

Demand Planner

Development Management Manager

Inventory Planner

Accounts Semi Senior, Charities

Senior Planner

Client Administrator

Lead Planner - Regional Civils

Planner

Bookkeeper (Technician), Outsourced Finance

I want to receive the latest job alerts for planner in ottery saint mary, dev

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected