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 'Please see our website page headed (eg) 'Privacy Notice’ for an explanation about how we use information we collect about you’.