Financial Planning Assistant – Exeter

We are looking for an astute Financial Planning Assistant who will support with the provision of financial planning and portfolio management services to high-net-worth clients.

The successful candidate will have experience of working in the financial services sector in a highly involved and responsible support capacity, however they will not be expected to know the intricacies of financial planning as training and support will be provided.  They will have exceptional organisational, communication and administrative skills, ensuring the effective and efficient delivery of all aspects of financial planning.   


  • Providing the administrative assistance involved in providing financial planning and portfolio management services to high-net-worth clients.
  • Assisting our Client Managers with collating data and preparing for client annual reviews.
  • Preparing letters of authority, obtaining policy information and updating records.
  • Assisting in the production of relevant paperwork such as valuations, reports, illustrations, letters, application forms, spreadsheets, presentations and other documents as required by the team.
  • Checking and updating valuations and other policy details.
  • Developing relationships with clients, arranging client meetings and collating supporting documents.
  • Ensuring the client database is up to date including checking and updating valuations and other policy details.
  • General administration – filing and scanning documents, updating spreadsheets, typing, allocating and actioning post and answering the telephone as required.
  • Where capacity permits, attending client meetings to assist with taking minutes.  

Skills required

  • Previous experience in a financial services organisation.  An understanding of financial planning is preferable but not essential, but you will be commercially astute with an interest in financial planning.
  • Enthusiastic, keen to learn, proactive, with a proven record of taking responsibility and self-motivation.
  • Excellent written and verbal communication skills, with strong analytical, administrative and organisational skills and fanatical attention to detail.
  • Intelligent with high levels of numeracy and IT literacy (especially Word, Excel and Outlook) and adaptable to change.
  • A strong relationship builder and excellent team player, with a caring and considerate approach.
  • An affinity with the company values of ‘people matter’ and ‘setting the bar high’.