Description

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 support  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 advantage  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