£25000 - £32000 per annum
About the Role
Based in Exeter, this Planning Administrator role supports a financial firm’s wealth management operations. Offering a permanent, full-time contract with a salary between £25,000 and £32,000, the position includes free parking and some hybrid working. You will assist advisers with client servicing, prepare review documentation, maintain accurate records, and act as the initial contact for client enquiries. Organised professionals with solid administrative skills will thrive here, gaining exposure to compliance systems and building a career in financial services. Modern office surroundings complement the role’s professional focus on delivering precise, efficient support to the team.
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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