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Technical Support Associate
2 months ago
Job Title: Paraplanner
Job Type: Full-Time, Permanent
Location: Hybrid (Bath)
Salary: £45,000
Meraki Talent Ltd is partnering with a leading Financial Services firm to recruit an experienced Paraplanner for 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:
- Provide comprehensive paraplanning support to a group of financial advisors.
- Assist advisors with technical queries and provide guidance on complex financial planning issues.
- Collaborate with financial planners to develop and share meaningful content, enhancing the firm's technical competence.
- Produce high-quality client reports and suitability reports, ensuring accuracy and attention to detail.
- Stay up-to-date with product and provider changes, conducting technical research and analysis as needed.
Key Responsibilities:
- Support the development of client solutions, analyzing clients' aims and constructing tailored plans.
- Provide guidance and support to junior team members, promoting knowledge sharing and skill development.
- Manage multiple workstreams, prioritizing tasks to meet client deadlines and deliver high-quality results.
- Contribute to the firm's technical excellence, staying current with industry developments and best practices.
Requirements:
- Proven experience working as a Paraplanner, with a strong understanding of financial planning principles and practices.
- Excellent analytical and problem-solving skills, with the ability to construct effective client solutions.
- Strong communication and interpersonal skills, with the ability to work collaboratively with advisors and other stakeholders.
- Ability to manage competing priorities, meet deadlines, and maintain attention to detail in a fast-paced environment.
What We Offer:
- A competitive salary of £45,000, depending on experience.
- A hybrid working model, offering flexibility and work-life balance.
- Opportunities for professional growth and development, with a focus on technical excellence and client satisfaction.
