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Pertemps TM
Planning AdministratorPertemps TM • Exeter,South West,UK
Planning Administrator

Planning Administrator

Pertemps TM • Exeter,South West,UK
16 days ago
Salary
£25,500.00–£32,000.00 yearly
Job type
  • Full-time
  • Permanent
  • Quick Apply
Job description

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

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!

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Planning Administrator • Exeter,South West,UK

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