Financial Planning Administrator

JR United Kingdom; Ipswich; On-site; GBP 25,000 - 45,000; Full time

Job summary

An established industry player is looking for a Financial Planning Administrator to support their Financial Planning team. In this permanent role, you will assist with client onboarding, manage accounts, and produce essential reports. The ideal candidate will have experience in Financial Services, particularly in Financial Planning or Wealth Management, and possess strong attention to detail. Join a dynamic team where your contributions directly impact client success and satisfaction, and take the next step in your career with a company that values your expertise.

Qualifications

• Experience in Financial Services, preferably in Financial Planning or Wealth Management.
• Strong attention to detail and accuracy in administrative tasks.

Responsibilities

• Provide administrative support to the Financial Planning team.
• Assist with new client onboarding and account management.
• Produce client reports and prepare information for client reviews.

Skills

Administrative Support

Client Onboarding

Financial Reporting

Attention to Detail

Job description

Social network you want to login/join with:

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Client:

Meraki Talent

Location:

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

5

Posted:

24.04.2025

Expiry Date:

08.06.2025

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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