Social network you want to login/join with:
col-narrow-left
Client:
Meraki Talent
Location:
Job Category:
Other
-
EU work permit required:
Yes
col-narrow-right
Job Views:
5
Posted:
24.04.2025
Expiry Date:
08.06.2025
col-wide
Job Description:
This is a permanent position with Meraki Talent’s Financial Services client, seeking 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 client reports, valuation statements, and portfolio overviews
* Prepare information for client reviews and meetings
Background of the Financial Planning Administrator:
* Experience in Financial Services, preferably in Financial Planning/Advice or Wealth Management
* Understanding of the Financial Planning/Advice process
* Administrative, operational, or client-facing experience within Financial Services
* Strong attention to detail and accuracy
#J-18808-Ljbffr