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

Financial Planning Associate - Plymouth
Atomos —Plymouth
- Hybrid work
- CRM software
- Microsoft Excel
- Organisational skills
5d
Financial Planner - Plymouth
Atomos —Plymouth
- Hybrid work
Business Change Manager
University Hospitals Plymouth NHS Trust —Plymouth
- £57,528 - £64,750 a year
- Full-time
Bookkeeping and Finance Manager (MATERNITY COVER)
Fishtek Ltd —Dartington
- £35,000 - £40,000 a year
- Temporary
- Hybrid work
- Computer literacy
- Organisational skills
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
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
9d
Assistant Accountant
BAM Nuttall —Plymouth
- Microsoft Excel
- Analysis skills
- Travel
Customer Service Advisor
Yorkshire Building Society —Plymouth
- From £24,500 a year
- Customer service
- Financial services
5d
Clerk to the Board of Governors
Arts University Plymouth —Plymouth
- £20,532 - £43,482 a year
- Annual leave
- Employee assistance programme
Support Worker
Salutem Care & Education —Plymouth
- £12.71 an hour
- Communication skills
Recycling Officer
Civic Recruitment Limited —Plymouth
- Full-time
- Customer service
- English
- Driving
Quick apply
13d
Trainee Assistant Site Manager
Taylor Wimpey —Brixton
- Customer service
- Travel
- Annual leave
- Employee assistance programme
Business Development Manager
Bidfood —Ivybridge
- £46,000 a year
- Food service
- Employee discount
Independent Financial Advisor - South West
TC-Group —Plymouth
- Full-time
- Tax experience
Quick apply
3d
Plant Manager
Schneider Electric —Plymouth
- Full-time
- Management
- English
- Continuous improvement
Business Manager
One Medical Group —Liskeard
- £45,000 - £55,000 a year
- Full-time
- Care experience
- Contracts
- Communication skills
- Annual leave
- Referral programme
Business Support Specialist - Security
Babcock International —Plymouth
- Full-time
- Hybrid work
- Microsoft Office
- Business
- Leadership
- Annual leave
- Employee assistance programme
12d
Project Manager
Plessey —Plymouth
- Full-time
- Project management
- Communication skills
- Gym membership
Quick apply
Accounts Senior
RT Marke —Plymouth
- Accounting
- QuickBooks
- Communication skills
Quick apply
Audit Senior
Azets —Plymouth
- Full-time
- Mentoring
Quick apply
Head of Heritage, Hospitality & Visitor Experience
The Story of Emily —Liskeard
- Full-time
- Hospitality
- Management
- Public speaking
- Free parking
- Employee discount
Quick apply

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Financial Planning Associate - Plymouth

Atomos -
Plymouth

Apply Now

Job details

5 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

Refine Your Search

financial planning jobs in plymouth, eng

Financial Planning Associate - Plymouth

Financial Planner - Plymouth

Business Change Manager

Bookkeeping and Finance Manager (MATERNITY COVER)

Business Support Specialist

Assistant Accountant

Customer Service Advisor

Clerk to the Board of Governors

Support Worker

Recycling Officer

Trainee Assistant Site Manager

Business Development Manager

Independent Financial Advisor - South West

Plant Manager

Business Manager

Business Support Specialist - Security

Project Manager

Accounts Senior

Audit Senior

Head of Heritage, Hospitality & Visitor Experience

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

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