Planning Administrator
RGB Recruitment
£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
- 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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Application opens at the source listing. Free for jobseekers.