Planning Administrator – Permanent
£25,420 – £32,000 per year
Location: Exeter ( offering free parking and 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 and 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!