At a Glance
- Tasks: Support Wealth Managers with client servicing and administration tasks.
- Company: Growing financial services company with a friendly team culture.
- Benefits: Competitive salary, free parking, hybrid working, and professional development opportunities.
- Other info: Modern offices in stunning surroundings with excellent on-site facilities.
- Why this job: Join a supportive team and build a long-term career in wealth management.
- Qualifications: Strong organisational skills, attention to detail, and CRM proficiency.
The predicted salary is between 25420 - 32000 £ per year.
I'm currently looking for an organised and professional Planning Assistant to join a busy and growing financial services company on the outskirts of Exeter. This is an excellent opportunity for someone with strong administrative skills who is looking to build a long-term career within wealth management. You'll be joining a friendly and supportive team based in modern offices set within stunning surroundings, with excellent on-site facilities, free parking, and opportunities for professional development.
Key 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
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 experience 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
Planning Administrator in Exeter employer: RGB Recruitment
Join a dynamic architectural practice in Liverpool that values innovation and mentorship, offering you the chance to work on large-scale design projects while guiding the next generation of architects. With a competitive salary, generous annual leave, and a supportive work culture, this role not only fosters professional growth but also encourages collaboration and creativity in a thriving environment.
StudySmarter Expert Advice🤫
We think this is how you could land Planning Administrator in Exeter
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like RGB Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Planning Administrator in Exeter
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to RGB Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on RGB Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at RGB Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with RGB Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at RGB Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former RGB Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
