Financial Services Professional

1 day ago


Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full time

Job Opportunity

Paraplanner

Competitive Salary

Permanent

Edinburgh

Meraki Talent Ltd is seeking a skilled Paraplanner to support their financial advisors and provide exceptional service to clients.

  • Collaborate with financial advisors to develop comprehensive financial plans and investment strategies.
  • Conduct research and analysis on financial products, including pensions, investments, and insurance.
  • Prepare accurate and compliant suitability reports and financial planning documentation.
  • Monitor and review client portfolios to ensure alignment with financial goals.

Requirements:

  • Previous experience as a Paraplanner or similar role in the financial services industry.
  • Strong knowledge of financial planning concepts, investment products, and regulatory requirements.
  • Proficiency in using financial planning software and tools.
  • Relevant certifications such as Diploma in Financial Planning or Certificate in Paraplanning.

Please refer to our website for information on how we handle candidate data.



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