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Planning Administrator – Permanent £25,420 – £32,000 per year Location: Exeter ( offering free parking & some hybrid working offered )
Iam looking for an organised and professional Planning Assistant to support a busy financial company on the outskirts of Exeter. This is an excellent opportunity for someone with strong administrative skills and an interest in building a career in wealth management. The company are based within modern offices, with a number of facilities on site within stunning surroundings with free parking.
Key Responsibilities:
- Supporting the Wealth Managers with client servicing and administration - Prepare documentation for client reviews - Maintain records & updating systems - First point of contact for client enquiries - Managing a busy Administration system and the compliance processes - Identify opportunities to improve processes and systems - Assisting the team with Administration and general office supportÂ
What we are looking for :
- Excellent organisational skills and attention to detail - Work well in a small team - Confident using CRM systems and Microsoft Office - Ability to manage multiple tasks and meet deadlines - A proactive, client-focused approach - Previous financial services would be an advantageÂ
What’s on Offer:
- Competitive salary - Free parking working within stunning offices with facilities - Professional development - Supportive and professional team environment
If this sounds like an opportunity for you please apply today!
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