Financial Planning Associate

3 weeks ago

Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Meraki Talent Limited Full time
Paraplanner

We are seeking a skilled and detail-oriented Paraplanner to support our financial planning team at Meraki Talent Limited.

Key Responsibilities:

  • Financial Planning: Collaborate with financial advisors to create comprehensive financial plans that align with clients' goals and objectives.
  • Research and Analysis: Conduct in-depth research on investment options, insurance products, and other financial services to provide accurate recommendations.
  • Client Support: Assist in the preparation of client presentations and reports, ensuring that all information is clear, accurate, and complies with relevant legislation.
  • Ongoing Review: Regularly update and maintain clients' financial plans to ensure they remain current and relevant.

Qualifications & Skills:

  • Experience: Previous experience in a Paraplanning role is essential.
  • Education: Diploma in Financial Planning (or working towards) or equivalent qualification.
  • Technical Knowledge: Strong knowledge of financial planning tools, products, and compliance standards.
  • Attention to Detail: Ability to produce high-quality work with a strong focus on accuracy and detail.
  • Communication Skills: Excellent written and verbal communication skills to interact with advisors and clients effectively.
  • Time Management: Ability to manage multiple tasks and meet deadlines in a fast-paced environment.

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