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Wealth Management Planning Administrator (Hybrid)

Posted 9 hours 40 minutes ago by JAM Recruitment Ltd

Permanent
Full Time
Other
Devon, Exeter, United Kingdom, EX1 1
Job Description

JAM Recruitment Ltd in Exeter is seeking a focused Planning Administrator to support Wealth Managers with client servicing and administrative duties. This permanent role offers hybrid working, free parking, and a solid path into wealth management.

The successful candidate will organise documentation for client reviews, maintain accurate records, and act as the first point of contact for client enquiries, ensuring smooth operation of the administration system.

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