Planning Administrator

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

Benefits offered by this job

Free parking

Hybrid working

Professional development

Supportive team environment

Job summary

Pertemps Tm is seeking a Planning Administrator to support a busy wealth management/financial services team near Exeter. The role offers a hybrid working pattern with free parking and a modern office environment.

Salary range £25,420–£32,000 per year. The successful candidate will be highly organised, able to manage multiple tasks, and provide high-quality client service. Experience in financial services is advantageous.

Qualifications

• Excellent organisational skills and attention to detail.
• Works 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

• Support Wealth Managers with client servicing and administration.
• Prepare documentation for client reviews.
• Maintain records and update 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

Excellent organisational skills

Team collaboration

CRM systems & MS Office proficiency

Multitasking & deadline management

Proactive client-focused approach

Financial services experience (adv)

Tools

CRM systems

Microsoft Office

Job description

Planning Administrator – Permanent

£25,420 – £32,000 per year

Location: Exeter ( offering free parking & some hybrid working offered )

I am 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