£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
Salary description
£25000.00 - £32000.00 per year