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Financial Planning Specialist

2 months ago

Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full time

Meraki Talent Ltd is seeking a skilled Paraplanner to support their financial advisors and provide exceptional service to clients. The ideal candidate will have experience in financial planning, strong knowledge of financial products, and proficiency in using financial planning software. Key responsibilities include collaborating with financial advisors to develop comprehensive financial plans, conducting research and analysis on financial products, and preparing accurate suitability reports. The successful candidate will have a strong understanding of financial planning concepts, investment products, and regulatory requirements. Relevant certifications such as Diploma in Financial Planning or Certificate in Paraplanning are highly desirable. If you are a motivated and detail-oriented individual with a passion for financial planning, please submit your application.