Planning Administrator

JAM Recruitment Ltd; Exeter; On-site; GBP 25,000 - 32,000; Full time

Benefits offered by this job

Free parking

Hybrid working

Professional development

Job summary

JAM Recruitment Ltd in Exeter is seeking a focused Planning Administrator to support Wealth Managers with client servicing and administrative duties. This permanent role offers hybrid working, free parking, and a solid path into wealth management.

The successful candidate will organise documentation for client reviews, maintain accurate records, and act as the first point of contact for client enquiries, ensuring smooth operation of the administration system.

Qualifications

• Excellent organisational skills and attention to detail.
• Strong administrative abilities and experience in a busy office.
• Proactive, client-focused approach with good communication.
• Ability to work well in a small team and meet deadlines.

Responsibilities

• Supporting Wealth Managers with client servicing and administration
• Prepare documentation for client reviews
• Maintain records and 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

Skills

Organisational skills

CRM systems

Microsoft Office

Client-focused

Attention to detail

Tools

CRM systems

Microsoft Office

Job description

The Planning Administrator position in Exeter supports a financial firm’s Wealth Managers with client servicing and administrative duties. This permanent role, paying between £25,000 and £32,000 annually, suits someone organised and professional, keen to build a career in wealth management. Responsibilities include preparing review paperwork, maintaining records, updating systems, and handling client enquiries as the initial contact point. The modern offices, set in pleasant surroundings, offer free parking plus some hybrid working possibilities. Strong administrative abilities are essential for managing a busy system effectively. This position provides a solid foundation for those interested in this sector’s operational side.

Planning Administrator – Permanent £25,420 – £32,000 per year Location: Exeter ( offering free parking and 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 and 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