Financial Planning Professional
4 days ago
We are looking for an experienced Paraplanning Specialist to join our team at Merje. As a Paraplanner, you will play a crucial role in supporting our advisers with analysing information and conduct basic research to produce articulate and appropriate suitability reports.
You will be responsible for receiving instructions during debriefings from advisers following client meetings, interpreting data obtained by advisers during client meetings, analysing data and using research tools to provide solutions to meet client needs and objectives.
The ideal candidate will have a Level 4 Diploma qualification in financial planning, a high level of investment and pension knowledge, and excellent analytical and communication skills.
Key Responsibilities:
- Receiving instructions during debriefings from advisers following client meetings.
- Interpreting data obtained by advisers during client meetings.
- Analysing data and using research tools to provide solutions to meet client needs and objectives.
- Producing professional and technical reports to support the advice process.
- Consolidating client needs and objectives, together with the recommendations and course of action in a written format via suitability reports, client specific illustrations and key features document.
Salary: £50,000 - £70,000 per annum
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