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Administrative assistant
Financial Planning Administrator

Financial Planning Administrator

Meraki Talent Limited

Posted 11 days ago, valid for 5 days

Norwich, Norfolk NR8 6PW, England

Full Time

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Sonic Summary

Meraki Talent’s Financial Services client is seeking a Financial Planning Administrator for a permanent position.
The role involves providing administrative support to the Financial Planning team, assisting with client onboarding, and producing various client reports.
Candidates should have experience in Financial Services, preferably in Financial Planning or Wealth Management, and a solid understanding of the Financial Planning process.
The position requires strong accuracy and attention to detail, along with administrative or client-facing experience in the industry.
Salary details are not explicitly mentioned, but a minimum of 2 years of relevant experience is typically expected for such roles.

Financial Planning Administrator

Permanent

Meraki Talent’s Financial Services client are looking for a Financial Planning Administrator to join their team.

Responsibilities of the Financial Planning Administrator:

-Provide administrative support to the Financial Planning team

-Assist with new client onboarding and account management/maintenance

-Produce a range of client reports, valuation statements, portfolio overviews

-Prepare information for client reviews and meetings

Background of the Financial Planning Administrator:

-Experience working in Financial Services, preferable Financial Planning/Advice or Wealth Management

-An understanding of the Financial Planning/Advice process

-Administrative, Operational, or Client facing exposure within Financial Services

-Strong accuracy and attention to detail

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