About the Role
<strong>Planning Administrator – Permanent</strong><br>£25,420 – £32,000 per year<br><strong>Location:</strong> Exeter ( offering free parking & some hybrid working offered )<br><br>I'm currently looking for an organised and professional <strong>Planning Assistant</strong> to join a busy and growing financial services company on the outskirts of Exeter.<br>This is an excellent opportunity for someone with strong administrative skills who is looking to build a long-term caree<strong>r </strong>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<br><br><strong>Key Responsibilities:</strong><br><ul><li>Supporting the Wealth Managers with client servicing and administration</li><ul><li>Prepare documentation for client reviews </li><li>Maintain records & updating systems</li><li>First point of contact for client enquiries </li><li>Managing a busy Administration system and the compliance processes</li><li>Identify opportunities to improve processes and systems</li><li>Assisting the team with Administration and general office support </li></ul></ul><strong>What we are looking for :</strong><br><ul><li>Excellent organisational skills and attention to detail</li><ul><li>Work well in a small team</li><li>Confident using CRM systems and Microsoft Office</li><li>Ability to manage multiple tasks and meet deadlines</li><li>A proactive, client-focused approach</li><li>Previous financial services would be an advantage </li></ul></ul><strong>What’s on Offer:</strong><br><ul><li>Competitive salary </li><ul><li>Free parking working within stunning offices with facilities </li><li>Professional development </li><li>Supportive and professional team environment</li></ul></ul>If this sounds like an opportunity for you please apply today!