Financial planning Work, Jobs in Saltash, Con (with Salaries)

Financial Planning Associate - Plymouth
Atomos —Plymouth
- Hybrid work
- CRM software
- Microsoft Excel
- Organisational skills
6d
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
Assistant Accountant
BAM Nuttall —Plymouth
- Microsoft Excel
- Analysis skills
- Travel
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
10d
Student Recruitment Officer
Arts University Plymouth —Plymouth
- £26,093 - £28,031 a year
- Weekend availability
- Customer service
- University
- Travel
- Annual leave
- Employee assistance programme
2h
Head of Heritage, Hospitality & Visitor Experience
The Story of Emily —Liskeard
- Full-time
- Hospitality
- Management
- Public speaking
- Free parking
- Employee discount
Quick apply
Support Worker
Salutem Care & Education —Plymouth
- £12.71 an hour
- Communication skills
Customer Service Advisor
Yorkshire Building Society —Plymouth
- From £24,500 a year
- Customer service
- Financial services
6d
Clerk to the Board of Governors
Arts University Plymouth —Plymouth
- £20,532 - £43,482 a year
- Annual leave
- Employee assistance programme
Finance Business Partner
University Hospitals Plymouth NHS Trust —Plymouth
- £49,387 - £64,750 a year
- Full-time
- Analysis skills
- Negotiation
4h
Business Coordinator and Analyst
Cornwall Partnership NHS Foundation Trust —Par
- £32,073 - £39,043 a year
- Full-time
- Project management
- Organisational skills
12d
Business Manager
One Medical Group —Liskeard
- £45,000 - £55,000 a year
- Full-time
- Care experience
- Contracts
- Communication skills
- Annual leave
- Referral programme
Recycling Officer
Civic Recruitment Limited —Plymouth
- Full-time
- Customer service
- English
- Driving
Quick apply
14d
Business Development Manager
Bidfood —Ivybridge
- £46,000 a year
- Food service
- Employee discount
Senior Support Worker
Salutem Care & Education —Plymouth
- £13.24 - £14.34 an hour
- Leadership
- Communication skills
Trainee Assistant Site Manager
Taylor Wimpey —Brixton
- Customer service
- Travel
- Annual leave
- Employee assistance programme
Quantity Surveyor
Babcock International —Plymouth
- Full-time
- Hybrid work
- Project management
- No degree
- Contracts
- Annual leave
- Employee assistance programme
Flexibank Support Worker
Salutem Care & Education —Plymouth
- £12.71 an hour
- Communication skills

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Financial Planning Associate - Plymouth

Atomos -
Plymouth

Apply Now

Job details

6 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 saltash, con

Financial Planning Associate - Plymouth

Financial Planner - Plymouth

Business Change Manager

Bookkeeping and Finance Manager (MATERNITY COVER)

Assistant Accountant

Business Support Specialist

Student Recruitment Officer

Head of Heritage, Hospitality & Visitor Experience

Support Worker

Customer Service Advisor

Clerk to the Board of Governors

Finance Business Partner

Business Coordinator and Analyst

Business Manager

Recycling Officer

Business Development Manager

Senior Support Worker

Trainee Assistant Site Manager

Quantity Surveyor

Flexibank Support Worker

I want to receive the latest job alerts for financial planning in saltash, con

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