Planning Administrator in Exeter

Job DescriptionPlanning Administrator – Permanent £25,420 – £32,000 per yearLocation: 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:\n

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• Supporting the Wealth Managers with client servicing and administration

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• Prepare documentation for client reviews 

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• Maintain records & updating systems

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• First point of contact for client enquiries 

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• Managing a busy Administration system and the compliance processes

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• Identify opportunities to improve processes and systems

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• Assisting the team with Administration and general office support 

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What we are looking for :\n

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• Excellent organisational skills and attention to detail

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• Work well in a small team

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• Confident using CRM systems and Microsoft Office

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• Ability to manage multiple tasks and meet deadlines

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• A proactive, client-focused approach

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• Previous financial services would be an advantage 

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What’s on Offer:\n

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• Competitive salary 

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• Free parking working within stunning offices with facilities 

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• Professional development 

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• Supportive and professional team environment

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If this sounds like an opportunity for you please apply today!