Experienced Paraplanner
5 days ago
Job Summary
MERAKI TALENT LTD is seeking an experienced Paraplanner to join their team in Bath. This is a full-time, permanent opportunity offering a salary of £45,000 depending on experience and a hybrid working model.
About the Role
The successful candidate will provide full paraplanning support to a group of financial planners, assisting with technical queries, meeting with a group of financial planners, and sharing meaningful content. Key duties will include:
- Providing technical support to financial planners
- Assisting with the production of client reports and suitability reports
- Ensuring up-to-date product and provider changes
- Carrying out technical research and analysis
Requirements
The ideal candidate will have:
- Proven experience working as a Paraplanner
- Experience in analysing clients' aims with the ability to construct solutions
- The ability to provide support and guidance to junior team members
- Strong problem-solving skills, and the ability to deliver client solutions
- The ability to manage various workstreams and meet client deadlines
What We Offer
MERAKI TALENT LTD offers a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and experienced Paraplanner looking for a new challenge, please apply.
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