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Planning Administrator

Job Posted: 15 hours ago

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

Expire in: a month

Job 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

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