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
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Planning Administrator in Exeter employer: JAM Recruitment Ltd
BAE Systems is an exceptional employer, offering a dynamic work environment where innovation and collaboration thrive. With a strong focus on employee growth and development, you will have access to cutting-edge technology and the opportunity to contribute to meaningful projects that enhance global security. Located in Christchurch or Frimley, you will be part of a diverse team dedicated to pioneering advancements in defence and aerospace, ensuring a rewarding career path in a company that values your unique skills and perspectives.
