RGB Recruitment·14 days ago
14 days ago
Planning Administrator
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What you'll do
- 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 they're 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
Nice to have
- Previous financial services would be an advantage
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Planning Administrator – Permanent
£25,420 – £32,000 per year
Location: Exeter ( offering free parking & 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:
£25,420 – £32,000 per year
Location: Exeter ( offering free parking & 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 & 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
- 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
- Competitive salary
- Free parking working within stunning offices with facilities
- Professional development
- Supportive and professional team environment
Company
RGB Recruitment
Exeter, United Kingdom
Company facts come from this company's own listings. We only show what the postings themselves carry.