Planning Administrator

Posted:	09/08/26
Recruiter:	RGB Recruitment
Reference:	3151195119
Type:	Permanent
Salary:	£25,500 - £32,000 Annual Benefits: £5k car Allowance
Location:	Exeter, Devon
Description:	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: 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!
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Planning Administrator

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