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Financial Planning Specialist

2 months ago

Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full time

{"h1": "Paraplanner Role at Meraki Talent Ltd", "p": "Meraki Talent Ltd is seeking a skilled Paraplanner to support our financial advisors and provide exceptional service to clients. As a Paraplanner, you will play a crucial role in developing comprehensive financial plans and investment strategies for clients.", "ul": [{"li": "Collaborate with financial advisors to create tailored financial plans and investment strategies for clients."}, {"li": "Conduct research and analysis on various financial products, including pensions, investments, and insurance."}, {"li": "Prepare accurate and compliant suitability reports and financial planning documentation."}, {"li": "Assist in preparing client meetings, including gathering necessary information and producing reports."}, {"li": "Monitor and review client portfolios to ensure they align with clients\u2019 financial goals."}, {"li": "Stay up-to-date with industry regulations and best practices to ensure compliance and provide accurate advice."}], "h2": "Requirements", "ul": [{"li": "Previous experience as a Paraplanner or similar role within the financial services industry."}, {"li": "Strong knowledge of financial planning concepts, investment products, and regulatory requirements."}, {"li": "Proficiency in using financial planning software and tools."}, {"li": "Excellent analytical and research skills."}, {"li": "Exceptional attention to detail and ability to produce accurate and compliant documentation."}, {"li": "Strong communication and interpersonal skills to effectively collaborate with advisors and clients."}, {"li": "Relevant certifications such as Diploma in Financial Planning or Certificate in Paraplanning"}], "p": "Please see our website page headed (eg) \u2018Privacy Notice\u2019 for an explanation about how we use information we collect about you\u2019"}