Paraplanner

5 days ago

Edinburgh, United Kingdom Meraki Talent Ltd Full time

Paraplanner

Permanent, Full-Time

Edinburgh – Hybrid

Salary depending on experience


Meraki Talent is working with a leading wealth management firm to appoint an experienced Paraplanner to their growing team in Edinburgh. This is a permanent, full-time opportunity which offers a competitive salary and a hybrid working model alongside excellent benefits.


This is a perfect opportunity for a qualified Paraplanner to join a firm that not only has a modern approach to working but also promotes career growth and progression. You will work alongside experienced financial planners and financial advisors who will guide you in your developing career.


The purpose of the Paraplanner is to provide ongoing support and assistance to the Financial Advisors and Planners and facilitate the smooth processing of new and current business.


Responsibilities will include:


  • Understanding current regulations and principles
  • Supporting the delivery of client services
  • Communicating with clients and providing guidance, whilst supporting colleagues with client interaction
  • Investigating and analysing the aims of clients while creating solutions
  • Producing financial plans and providing information analysis to advisors


To be considered for this appointment you must have:


  • At least 3 years of proven experience in a Paraplanning role
  • Attained CII Level 4 Diploma in Regulated Financial Planning or equivalent
  • Experience in analysing clients' aims with the ability to construct solutions
  • The ability to provide support and guidance to junior team members
  • The ability to demonstrate strong problem-solving skills, and deliver client solutions.
  • Be able to manage various workstreams and meet client deadlines


Apply Now


Lauren wants: Paraplanning, Level4, DipPFS, Suitability Reports, Clients, Financial Planning


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