£25500 - £32000 per annum, Benefits: £5k car Allowance
About the Role
The Planning Administrator position in Exeter supports a financial firm’s Wealth Managers with client servicing and administrative tasks. Based in modern offices with free parking and some hybrid working available, this full-time, permanent role offers a salary between £25,500 and £32,000 plus a £5,000 car allowance. Responsibilities include preparing documentation for client reviews, maintaining records, updating systems, and acting as the first point of contact for client enquiries. The ideal candidate will possess strong organisational abilities and a professional demeanour, using their skills to manage a busy administration system. This role suits someone seeking to develop a career within wealth management while handling compliance-related duties.
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
- 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
- Competitive salary
- Free parking working within stunning offices with facilities
- Professional development
- Supportive and professional team environment
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