Wealth Management Planning Administrator (Hybrid)

JAM Recruitment Ltd; Exeter; Hybrid; 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

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.