Financial Planning Specialist

6 days ago


Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full time

Key Responsibilities:

  • Collaborate with financial advisors to develop comprehensive financial plans and investment strategies for clients.
  • Conduct research and analysis on various financial products, including pensions, investments, and insurance.
  • Prepare accurate and compliant suitability reports and financial planning documentation.
  • Monitor and review client portfolios to ensure they remain aligned with the client's financial goals.

Requirements:

  • Previous experience as a Paraplanner or similar role within 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

About the Role:

Meraki Talent Ltd's client is a leading financial services firm seeking a highly skilled and motivated Paraplanning Expert to support their dynamic team. As a Paraplanning Expert, you will play a crucial role in supporting financial advisors and providing exceptional service to clients.

What We Offer:

A competitive salary and a permanent position in Edinburgh.



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