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Paraplanner

Meraki Talent Limited
Job LocationEdinburgh
EducationNot Mentioned
SalarySalary negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

ParaplannerCompetitive SalaryPermanentEdinburghMeraki Talent’s client is a leading financial services firm in Edinburgh, currently seeking a highly skilled and motivated Paraplanner to join their dynamic team. As a Paraplanner, you will play a crucial role in supporting our financial advisors and providingexceptional service to their portfolio of valued clients.Key Responsibilities:

  • Collaborate with financial advisors to develop comprehensive financial plans and investment strategies for clients.
  • Conduct research and analysis on various financial products, including pensions, investments, and insurance.
  • Prepare accurate and compliant suitability reports and financial planning documentation.
  • Assist in the preparation of client meetings, including gathering the necessary information and producing reports.
  • Monitor and review client portfolios to ensure they remain aligned with the client’s financial goals.
  • Stay up to date with industry regulations and best practices to ensure compliance and provide accurate advice.
Background:
  • Previous experience as a Paraplanner or similar role within the financial services industry.
  • Strong knowledge of financial planning concepts, investment products, and regulatory requirements.
  • Proficiency in using financial planning software and tools.
  • Excellent analytical and research skills.
  • Exceptional attention to detail and ability to produce accurate and compliant documentation.
  • Strong communication and interpersonal skills to effectively collaborate with advisors and clients.
  • Relevant certifications such as Diploma in Financial Planning or Certificate in Paraplanning would be advantageous.
Please see our website page headed (eg) ‘Privacy Notice’ for an explanation about how we use information we collect about you’

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