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Planning Administrator

Job Posted: 9 days ago

Salary: £ 25,000 - 32,000 / Annum
Job Type: Permanent
Location: Exeter

Expire in: 19 days

Job Description

Planning Administrator – Permanent
£25,420 – £32,000 per year
Location: Exeter ( offering free parking & some hybrid working offered )

I'm currently looking for an organised and professional Planning Assistant to join a busy and growing financial services company on the outskirts of Exeter.
This is an excellent opportunity for someone with strong administrative skills who is looking to build a long-term career within wealth management. You'll be joining a friendly and supportive team based in modern offices set within stunning surroundings, with excellent on-site facilities, free parking, and opportunities for professional developmen

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

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Looking for your next career move? Join a top company hiring Planning Administrator job near me in Exeter! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!