Client services associate Work, Jobs in Plymouth, Dev (with Salaries)

Financial Planning Associate - Plymouth
Atomos —Plymouth
- Hybrid work
- CRM software
- Microsoft Excel
- Organisational skills
5h
Quality Auditor - Pharmaceutical
SQA Services —Plymouth
- £1,800 a day
- Travel
- In-person
- Communication skills
Quick apply
Associate Rehabilitation Case Manager
Active Care Group —Plymouth
- £43 - £69 an hour
- Part-time
- Case management
- Driving
- Travel
Quick apply
2d
Associate - Private Client
Kitson Boyce —Plymouth
- Full-time
- Employee assistance programme
- Sick pay
Quick apply
Band 6 Mammographer/Band 5 Trainee Radiographer Mammographer
University Hospitals Plymouth NHS Trust —Plymouth
- £39,959 - £48,117 a year
- Weekend availability
- Travel
8d
Associate Flood Forecasting Modeller
AECOM —Plymouth
- Full-time
- Hybrid work
- Engineering
- Analysis skills
- Bachelor's degree
Associate Cost Manager (Infrastructure Consultancy)
AECOM —Plymouth
- Full-time
- Hybrid work
- Engineering
- Contracts
- Construction
Associate Estimator (Infrastructure Construction Consultancy)
AECOM —Plymouth
- Full-time
- Hybrid work
- Engineering
- Contracts
- Communication skills
Associate/Project Director - Defence Construction
Turner & Townsend —Plymouth
- Full-time
- Hybrid work
- Project management
- Travel
- Contracts
Quick apply
Lift Engineer (Plymouth)
MedicoPartners —Plymouth
- £38,000 - £43,000 a year
- Full-time
- Maintenance
- English
Quick apply
Senior Quality Control Engineer Civils
Costain —Plymouth
- Full-time
- Engineering
- Microsoft Office
- Bachelor's degree
Associate Structural Engineer
AECOM —Plymouth
- Hybrid work
- Civil engineering
- Engineering
- Master's degree
2d

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Financial Planning Associate - Plymouth

Atomos -
Plymouth

Apply Now

Job details

5 hours 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

Refine Your Search

client services associate jobs in plymouth, dev

Financial Planning Associate - Plymouth

Quality Auditor - Pharmaceutical

Associate Rehabilitation Case Manager

Associate - Private Client

Band 6 Mammographer/Band 5 Trainee Radiographer Mammographer

Associate Flood Forecasting Modeller

Associate Cost Manager (Infrastructure Consultancy)

Associate Estimator (Infrastructure Construction Consultancy)

Associate/Project Director - Defence Construction

Lift Engineer (Plymouth)

Senior Quality Control Engineer Civils

Associate Structural Engineer

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