Financial adviser Work, Jobs in South Brent, Dev (with Salaries)

Financial Planning Associate - Plymouth
Atomos —Plymouth
- Hybrid work
- CRM software
- Organisational skills
- AI
Financial Services Administrator (Experienced)
Sound Financial Management Ltd —Plymouth
- £27,000 - £35,000 a year
- Full-time
- Customer service
- Analysis skills
- Organisational skills
- Life insurance
Quick apply
Finance Business Partner (Senior Commercial Finance Manager)
PKF Francis Clark —Torquay
- Hybrid work
- Team management
- Training & development
Wealth Management Assistant
Tozers —Exeter
- Full-time
- Organisational skills
- Computer skills
- Communication skills
Company Accountant
Sam Gilpin Demolition Ltd —Newton Abbot
- £50,000 a year
- Part-time
- Analysis skills
- Presentation skills
- Team management
- Annual leave
- Flexible schedule
Quick apply
Accounts Senior - Legal Clients
PKF Francis Clark —Exeter
- Hybrid work
Senior Business Development Manager
Foot Anstey LLP —Exeter
- Full-time
- Hybrid work
- Data analysis skills
- Business development
- Analysis skills
Quick apply
Administrator (part-time, 12-month FTC)
PKF Francis Clark —Torquay
- Part-time
- Organisational skills
- Communication skills
- Time management
Finance Manager
Swanky —Exeter
- Full-time
- Hybrid work
- AI
- Communication skills
- Employee assistance programme
- Flexible schedule
Quick apply
Administrator
PKF Francis Clark —Exeter
- Administrative experience
- Organisational skills
- Communication skills
10d
Company Secretarial Administrator (Fixed Term Contract)
PKF Francis Clark —Exeter
- Microsoft Office
- Communication skills
1d
Senior / Assistant Manager (Trust Accounts)
PKF Francis Clark —Exeter
- Hybrid work
Company Secretarial Administrator
PKF Francis Clark —Exeter
- Microsoft Office
- Communication skills
1d
VAT (Indirect Tax) Senior Manager
PKF Francis Clark —Torquay
- Hybrid work
- Business development
- Mentoring
- Training & development
VAT (Indirect Tax) Manager
PKF Francis Clark —Torquay
- Hybrid work
- Business development
- Communication skills
Financial Adviser
Partnership Recruitment —Ipplepen
- Part-time
- Hybrid work
- Business development
- School
Private Client Tax Manager
PKF Francis Clark —Exeter
- Hybrid work
- Mentoring
- Training & development
- Tax experience
Private Client Tax Senior Manager (International Tax)
PKF Francis Clark —Exeter
- Hybrid work
- Mentoring
- Training & development
- Tax experience
Senior / Assistant Manager - Agriculture & Landed Estates Team
PKF Francis Clark —Exeter
- Hybrid work
Manager (Employment Tax)
PKF Francis Clark —Exeter
- Hybrid work
- Business development
- Mentoring
- Leadership

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financial adviser jobs near south brent, dev

Financial Planning Associate - Plymouth

Atomos -
Plymouth

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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

financial adviser jobs in south brent, dev

Financial Planning Associate - Plymouth

Financial Services Administrator (Experienced)

Finance Business Partner (Senior Commercial Finance Manager)

Wealth Management Assistant

Company Accountant

Accounts Senior - Legal Clients

Senior Business Development Manager

Administrator (part-time, 12-month FTC)

Finance Manager

Administrator

Company Secretarial Administrator (Fixed Term Contract)

Senior / Assistant Manager (Trust Accounts)

Company Secretarial Administrator

VAT (Indirect Tax) Senior Manager

VAT (Indirect Tax) Manager