Financial Planning Administrator

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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