Financial Planning Specialist
6 days ago
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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