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Financial Planning Administrator, Norwich
Client:
Meraki Talent
Location:
Norwich
Job Category:
Other
EU work permit required:
Yes
Job Views:
5
Posted:
24.04.2025
Expiry Date:
08.06.2025
Job Description:
Permanent
Meraki Talent’s Financial Services client is looking for a Financial Planning Administrator to join their team.
Responsibilities of the Financial Planning Administrator:
1. Provide administrative support to the Financial Planning team
2. Assist with new client onboarding and account management/maintenance
3. Produce a range of client reports, valuation statements, portfolio overviews
4. Prepare information for client reviews and meetings
Background of the Financial Planning Administrator:
1. Experience working in Financial Services, preferably Financial Planning/Advice or Wealth Management
2. An understanding of the Financial Planning/Advice process
3. Administrative, Operational, or Client-facing exposure within Financial Services
4. Strong accuracy and attention to detail
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