Planning Administrator

RGB Recruitment; Exeter; On-site; GBP 25,000 - 32,000; Full time

Benefits offered by this job

Free parking

Hybrid working

Professional development

Supportive team environment

Job summary

RGB Recruitment is seeking a Planning Administrator for a permanent role on the outskirts of Exeter. The position offers a salary of £25,420–£32,000 per year, with free parking and hybrid working options.

You will support Wealth Managers with client servicing, prepare documentation for reviews, maintain records, and act as first point of contact for client enquiries. A proactive, client-focused approach is essential.

Qualifications

• Excellent organisational skills and attention to detail.
• Ability to manage multiple tasks and meet deadlines.
• Proactive, client-focused approach with good teamwork.

Responsibilities

• Supporting 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 compliance processes.
• Identify opportunities to improve processes and systems.

Skills

Organisational skills

Attention to detail

Multi-tasking

Client-focused

Proactive

Tools

CRM systems

Microsoft Office

Job description

Planning Administrator – Permanent

£25,420 – £32,000 per year

Location: Exeter ( offering free parking & some hybrid working offered )

I'm currently looking for an organised and professional Planning Assistant to join a busy and growing financial services company on the outskirts of Exeter.

This is an excellent opportunity for someone with strong administrative skills who is looking to build a long-term career within wealth management. You'll be joining a friendly and supportive team based in modern offices set within stunning surroundings, with excellent on-site facilities, free parking, and opportunities for professional developmen

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