At a Glance
- Tasks: Support Wealth Managers with client servicing and administration tasks.
- Company: Growing financial services company in a stunning location.
- Benefits: Competitive salary, free parking, hybrid working, and professional development opportunities.
- Other info: Modern offices with excellent facilities and a supportive work environment.
- Why this job: Join a friendly team and build a long-term career in wealth management.
- Qualifications: Strong organisational skills and experience with CRM systems preferred.
The predicted salary is between 25650 - 31350 £ 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 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 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
If this sounds like an opportunity for you please apply today.
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