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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