Planning Administrator
other jobs RGB Recruitment
Added before 2 hours
- England,South West,Devon,Exeter
- Full Time, Permanent
- £25,000 - £32,000 per annum
Job Description:
Full job descriptionPlanning 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:
*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 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!
£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
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
If this sounds like an opportunity for you please apply today!
Job number 4115634
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Company Details:
RGB Recruitment
Two decades specialising in construction recruitment has allowed us to finesse our craft. An essential part of this has been to constantly strive to b...