Planning Administrator

Pertemps Tm; Exeter; Hybrid; GBP 25,000 - 32,000; Full time

Benefits offered by this job

Free parking

Hybrid working offered

Job summary

Pertemps Tm is seeking a Planning Administrator to support a busy wealth management team near Exeter. The role focuses on client servicing, documentation, record keeping and system updates in a professional office setting with free parking.

The ideal candidate will have strong organisational skills, enjoy working in a small team, be confident with CRM systems and Microsoft Office, and be able to manage multiple tasks to meet deadlines. Hybrid working is available.

Qualifications

• 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.

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

Skills

CRM systems

Microsoft Office

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:

• Free parking working within stunning offices with facilities


• Supportive and professional team environment