Planning Administrator

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

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