Wealth Management Planning Administrator (Hybrid) in Exeter

Wealth Management Planning Administrator (Hybrid) in Exeter

Exeter Full-Time No working from home possible
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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.

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Wealth Management Planning Administrator (Hybrid) 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.

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Contact Details:

JAM Recruitment Ltd Recruitment Team