Wealth Planning Assistant (Hybrid) - Free Parking

Rockbeare Source: WhatJobs
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RGB Recruitment is seeking a Planning Administrator on a permanent basis for a busy wealth management office on the outskirts of Exeter. This role offers hybrid working and free parking.

You will support Wealth Managers with client servicing, prepare documentation for reviews, maintain records, and act as first point of contact for client enquiries, while driving efficient administration and compliance processes.

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