Wealth Planning Administrator - Hybrid & Growth

RGB Recruitment; Exeter; Hybrid; 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

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.