Project planner Work, Jobs in Plymstock, Dev (with Salaries)

Financial Planning Associate - Plymouth
Atomos —Plymouth
- Hybrid work
- CRM software
- Organisational skills
- AI
Planner
Glanville Environmental —Plymouth
- Full-time
- Computer literacy
- Organisational skills
- Computer skills
- Referral programme
Quick apply
Innovative Project Planner (Data Centres / Buildings / High-tech / Infrastructure) - UK (Hybrid)
Laminar Projects —Plymouth
- Full-time
- Hybrid work
- English
- Construction experience
- Communication skills
Senior Town Planner
AECOM —Plymouth
- Full-time
- Hybrid work
- Writing skills
Associate Cost Manager (Infrastructure Consultancy)
AECOM —Plymouth
- Full-time
- Hybrid work
- Engineering
- Business development
- Contracts
Principal Town Planner (Policy)
AECOM —Plymouth
- Full-time
- Hybrid work
- Business development
- Leadership
Innovative Planning Manager (Data Centres/Buildings/High-tech/Infrastructure) - UK (Hybrid)
Laminar Projects —Plymouth
- Full-time
- Hybrid work
- Training & development
Principal Geochemist Consultant
AECOM —Plymouth
- Full-time
- Hybrid work
Civil Engineer
AECOM —Plymouth
- Full-time
- Hybrid work
- Civil engineering
- Master's degree
Senior Civil Engineer
AECOM —Plymouth
- Full-time
- Hybrid work
- Civil engineering
- Engineering
- Business development
Principal Mechanical Engineer - Data Centres
AECOM —Plymouth
- Full-time
- Hybrid work
- Engineering
- Presentation skills
- Travel
Maritime Engineer
AECOM —Plymouth
- Full-time
- Hybrid work
- Civil engineering
- Engineering
- Master's degree
Technical Director
AECOM —Plymouth
- Full-time
- Hybrid work
- Engineering
- Master's degree
- Bachelor's degree
Senior Maritime Engineer
AECOM —Plymouth
- Full-time
- Hybrid work
- Engineering
- Master's degree
- Presentation skills
Associate Director - Structural Engineering
AECOM —Plymouth
- Hybrid work
- Engineering
- Master's degree
- Business development
Principal Hydrologist
AECOM —Plymouth
- Full-time
- Hybrid work
- Engineering
- Master's degree
- Business development
Senior Wastewater Modeller
AECOM —Plymouth
- Full-time
- Hybrid work
- Bachelor's degree
- Mentoring
- In-person
Principal Structural Engineer
AECOM —Plymouth
- Full-time
- Hybrid work
- Analysis skills
Principal Flood Modeller
AECOM —Plymouth
- Full-time
- Hybrid work
- Engineering
- Bachelor's degree
- Mentoring

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Graduate Project Engineer
Tungsten West —Plympton
A full UK driving licence. This is an excellent opportunity for an early-career engineer to gain hands-on project experience while working alongside experienced…
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Manage project schedules, reporting, financial performance and construction management activities. Working at the heart of a highly skilled team, you'll lead…
£44,600 - £55,800 a year

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Financial Planning Associate - Plymouth

Atomos -
Plymouth

Apply Now

Job details

Permanent

Benefits

Company pension
Private medical insurance

Qualifications

CRM software
Financial planning
Pension
Client engagement
Suitability report preparation
Stakeholder liaison
Financial report writing
Lead generation
Internal department liaison
Financial analysis
Organisational skills
Relationship management
Networking
AI
Communication skills
Business lead generation
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

project planner jobs in plymstock, dev

Financial Planning Associate - Plymouth

Planner

Innovative Project Planner (Data Centres / Buildings / High-tech / Infrastructure) - UK (Hybrid)

Senior Town Planner

Associate Cost Manager (Infrastructure Consultancy)

Principal Town Planner (Policy)

Innovative Planning Manager (Data Centres/Buildings/High-tech/Infrastructure) - UK (Hybrid)

Principal Geochemist Consultant

Civil Engineer

Senior Civil Engineer

Principal Mechanical Engineer - Data Centres

Maritime Engineer

Technical Director

Senior Maritime Engineer

Associate Director - Structural Engineering

Principal Hydrologist

Senior Wastewater Modeller

Principal Structural Engineer

Principal Flood Modeller

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