& planners Work, Jobs in Sidbury, Dev (with Salaries)

Financial Planning Assistant / Administrator
Premier Financial Planning Ltd —Exeter
- £22,000 - £29,000 a year
- Part-time
- Microsoft Outlook
- Microsoft Office
- Administrative experience
- Free parking
- Profit sharing
Quick apply
3d
Trainee Accountant Opportunities 2026
Albert Goodman LLP —Taunton
- Customer service
- Employee assistance programme
Kitchen & Bedroom Surveyor
Wren —Exeter
- £29,000 - £37,000 a year
- Weekend availability
- CAD
- Driving
- Computer skills
- Employee discount
Quick apply
Planner
LiveWest —Clyst Honiton
- £27,600 a year
- Data analysis skills
- Automotive diagnostics
- Annual leave
- Employee discount
7d
Wealth Administrator
Burgh Recruitment Ltd —Exeter
- Organisational skills
- Financial services
- Communication skills
2d
Delivery & Installation Driving Assistant
The Sofa Delivery Company —Cullompton
- £12.85 an hour
- Full-time
- Annual leave
- Employee discount
Quick apply
8d
Bookkeeper (Technician), Outsourced Finance
Albert Goodman LLP —Taunton
- Hybrid work
- Customer service
- Organisational skills
- Employee assistance programme
IFA Administrator
Premier Jobs UK Limited —Taunton
- £28,000 - £32,000 a year
- Hybrid work
16h
Transport Planner - Exeter
WSP —Exeter
- Part-time
- Hybrid work
- Project management
- Communication skills
- Flexitime
- Work from home
Driver
Bako group —Cullompton
- £42,332 a year
- Monday to Friday
- Employee assistance programme
- Employee discount
Insolvency Administrator / Senior Insolvency Administrator
Albert Goodman LLP —Taunton
- Hybrid work
- Customer service
- Employee assistance programme
Planner (13243)
Tilbury Douglas —Exeter
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Civil engineering
- Annual leave
- Employee assistance programme
22h
Senior or Assistant Manager, Quality, Risk & Compliance
Albert Goodman LLP —Taunton
- Full-time
- Organisational skills
- Communication skills
- Employee assistance programme
Alloy Production Planner
Howmet Aerospace —Exeter
- Day shift
- Oracle
- Maths
- Computer skills
Quick apply
6d
Planner
Tilbury Douglas —Exeter
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Civil engineering
- Annual leave
- Employee assistance programme
GeoTechnical Engineer - Junior to Mid Level
Moffatt & Nichol —Exeter
- Full-time
- Engineering
- Master's degree
- Bachelor's degree
Quick apply
Team Leader - Financial Planning Support
Old Mill —Exeter
- Hybrid work
- Administrative experience
- Mentoring
- Organisational skills
- Employee assistance programme
- Employee discount
Quick apply
Planner
Gallifordtry —Exeter
- Full-time
- Data analysis skills
- Presentation skills
- IT
- Employee assistance programme
- Employee discount
Senior Financial Planning Assistant
Charles Stanley —Exeter
- Full-time
- Customer service
- Communication skills
Accounts Semi Senior, Charities
Albert Goodman LLP —Taunton
- Part-time
- Hybrid work
- Employee assistance programme

I want to receive the latest job alerts for & planners in sidbury, dev

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

Financial Planning Assistant / Administrator

Premier Financial Planning Ltd
Exeter

Quick apply

Job details

Part-time | Full-time
£22,000 - £29,000 a year
3 days ago

Benefits

Free parking
Profit sharing
Financial planning services
Flexitime
Company pension
Company events
Employee discount
Sick pay

Qualifications

Economics
Microsoft Outlook
Mathematics
Microsoft Office
Administrative experience
Organisational skills
Financial services
Typing
Phone etiquette
Business
A Level
Office experience

Full job description

Financial Planning Assistant / Administrator – Exeter

Premier Financial Planning Ltd is looking for a professional, hard-working and organised Financial Planning Assistant / Administrator to join our Exeter office.

This is an important role within a friendly and growing financial advice business. We are looking for the right person who wants to become a valued long-term member of the team, support our advisers, help with new clients and play a key part in delivering an excellent client experience.

Ideally, you will already have experience working in financial advice, financial services, mortgages, pensions, investments or a similar professional office environment. However, we would also consider someone with the right attitude, strong administration skills and a genuine desire to learn the financial advice industry.

About Us

Premier Financial Planning Ltd is an award-winning team of Mortgage and Financial Planners, supporting clients across the South of England.

Our Exeter office provides friendly, professional and high-quality financial planning advice to clients looking to achieve their goals in life, career and family. We take time to get to know our clients properly and understand what matters most to them.

Due to continued demand from new clients, we are looking to expand our team so we can continue to offer the level of service our clients expect.

About the Role

The role will involve supporting our Financial Planners with client administration, preparing for meetings, helping process new business and ensuring clients receive a smooth, professional and friendly service.

We are ideally looking for someone full time, Monday to Friday, 9am to 5pm. However, for the right person, we would consider a four-day working week.

This is an office-based role in Exeter.

Key Responsibilities

Your responsibilities will include:

Supporting Financial Advisers with preparation for client meetings and follow-up actions.
Helping with new client enquiries and onboarding.
Preparing and maintaining client files, ensuring all records and documents are accurate and up to date.
Using CRM systems to manage client information and workflow.
Liaising with clients, providers and colleagues in a professional and timely manner.
Handling client queries and helping deliver a positive client experience.
Assisting with the processing of applications, transactions and account queries.
Supporting the wider team with general administration and office organisation.
Helping keep the office professional, organised and client-ready.
Working closely with advisers and colleagues to improve processes and share best practice.

The Person We Are Looking For

We are looking for someone who is:

Professional, reliable and hard-working.
Organised, accurate and detail-focused.
Friendly and confident when dealing with clients.
Keen to learn and develop within the financial advice industry.
Able to manage their time and prioritise work effectively.
Comfortable working in a busy office environment.
Good with Word, Excel, Outlook and general office systems.
A good communicator, both written and verbal.
Looking for a long-term opportunity rather than just a short-term role.

Experience in financial advice or financial services would be a strong advantage, but the right personality, work ethic and willingness to learn are just as important.

What We Offer

Full-time hours, Monday to Friday, 9am to 5pm.
Four-day week considered for the right person.
Supportive, friendly and relaxed office environment.
Opportunity to learn from experienced Financial Advisers.
A chance to build a long-term career in financial advice.
Holiday package.
Workplace pension.
Option to purchase extra holiday.
Flexibility where needed, as we understand the importance of family life.

This is a great opportunity for someone who wants to join a growing company, become part of a close team and build a fulfilling career in financial planning.

Job Types: Full-time, Part-time

Pay: £22,000.00-£29,000.00 per year

Benefits:

Company events
Company pension
Employee discount
Financial planning services
Flexitime
Free parking
Profit sharing
Sick pay

Education:

A-Level or equivalent (required)

Experience:

Financial Services: 1 year (preferred)

Work Location: In person

Quick apply

Refine Your Search

& planners jobs in sidbury, dev

Financial Planning Assistant / Administrator

Trainee Accountant Opportunities 2026

Kitchen & Bedroom Surveyor

Planner

Wealth Administrator

Delivery & Installation Driving Assistant

Bookkeeper (Technician), Outsourced Finance

IFA Administrator

Transport Planner - Exeter

Driver

Insolvency Administrator / Senior Insolvency Administrator

Planner (13243)

Senior or Assistant Manager, Quality, Risk & Compliance

Alloy Production Planner

Planner

GeoTechnical Engineer - Junior to Mid Level

Team Leader - Financial Planning Support

Planner

Senior Financial Planning Assistant

Accounts Semi Senior, Charities

I want to receive the latest job alerts for & planners in sidbury, dev

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected