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Permanent

Planning Administrator

RGB Recruitment
Exeter
money-bag £25500 Annual
Posted: 11 August 2026 (Yesterday)
Closing date: 10 September 2026
Ref: 3153472482

Planning Administrator - Permanent £25,420 - £32,000 per yearLocation: Exeter ( offering free parking and 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 administrationPrepare documentation for client reviews Maintain records and updating systemsFirst point of contact for client enquiries Managing a busy Administration system and the compliance processesIdentify opportunities to improve processes and systemsAssisting the team with Administration and general office support What we are looking for :Excellent organisational skills and attention to detailWork well in a small teamConfident using CRM systems and Microsoft OfficeAbility to manage multiple tasks and meet deadlinesA proactive, client-focused approachPrevious 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 environmentIf this sounds like an opportunity for you please apply ..... full job details .....

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