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Financial Planning Specialist

2 months ago

Midlothian, United Kingdom Meraki Talent Limited Full time
Paraplanner Role

Meraki Talent Limited is seeking a skilled Paraplanner to support our financial advisors in Edinburgh. As a Paraplanner, you will play a crucial role in developing comprehensive financial plans and investment strategies for clients.

Key Responsibilities:
  • Collaborate with Financial Advisors: Work closely with our financial advisors to create tailored financial plans and investment strategies for clients.
  • Financial Research and Analysis: Conduct thorough research and analysis on various financial products, including pensions, investments, and insurance.
  • Documentation and Reporting: Prepare accurate and compliant suitability reports and financial planning documentation.
  • Client Support: Assist in preparing client meetings, gathering necessary information, and producing reports.
  • Portfolio Monitoring: Monitor and review client portfolios to ensure they align with clients' financial goals.
  • Industry Knowledge: Stay up-to-date with industry regulations and best practices to ensure compliance and provide accurate advice.
Requirements:
  • Experience: Previous experience as a Paraplanner or similar role within the financial services industry.
  • Knowledge: Strong knowledge of financial planning concepts, investment products, and regulatory requirements.
  • Skills: Proficiency in using financial planning software and tools, excellent analytical and research skills, and exceptional attention to detail.
  • Certifications: Relevant certifications such as Diploma in Financial Planning or Certificate in Paraplanning would be advantageous.

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