Wealth Planning Admin (Hybrid) – Free Parking

Energy Jobline CVL; Exeter; Hybrid; GBP 25,000 - 32,000; Full time

Benefits offered by this job

Free parking

Hybrid work

Job summary

Energy Jobline CVL is recruiting a Planning Administrator on a permanent basis near Exeter. The role offers a competitive salary (£25,420 – £32,000) and a friendly team in modern offices, with free parking and some hybrid working.

You will provide administrative support to Wealth Managers, handle client documentation, manage records, and be the first point of contact for enquiries. Strong organisational and CRM/Microsoft Office skills are essential, with potential for professional development.

Qualifications

• Strong administrative skills and organisation.
• Experience with Microsoft Office and CRM systems.
• Ability to manage multiple tasks and meet deadlines.
• Attention to detail and proactive approach.
• Experience in financial services is advantageous.

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

Organisational skills

Attention to detail

Teamwork

CRM systems

Microsoft Office

Multi-tasking

Client-focused

Job description

Energy Jobline CVL is recruiting a Planning Administrator on a permanent basis near Exeter. The role offers a competitive salary (£25,420 – £32,000) and a friendly team in modern offices, with free parking and some hybrid working.

You will provide administrative support to Wealth Managers, handle client documentation, manage records, and be the first point of contact for enquiries. Strong organisational and CRM/Microsoft Office skills are essential, with potential for professional development.