Financial Planning Administrator

ZipRecruiter; Ipswich; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is looking for a Financial Planning Administrator to enhance their Financial Planning team. This role involves providing vital administrative support, assisting with client onboarding, and producing essential client reports. The ideal candidate will have experience in Financial Services, demonstrating strong attention to detail and a solid understanding of the Financial Planning process. Join a dynamic team where your contributions will directly impact client satisfaction and operational efficiency.

Qualifications

• Experience in Financial Services, especially in Financial Planning or Wealth Management.
• Strong administrative and operational skills.

Responsibilities

• Provide administrative support to the Financial Planning team.
• Assist with new client onboarding and account management.

Skills

Administrative Support

Client Onboarding

Attention to Detail

Financial Planning Knowledge

Job description

Job Description

Financial Planning Administrator

Type: Permanent

Meraki Talent’s Financial Services client is seeking 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 client reports, valuation statements, and portfolio overviews.
4. Prepare information for client reviews and meetings.

Background of the Financial Planning Administrator:

• Experience working 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.