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Financial Services Professional
2 months ago
Job Opportunity
Paraplanner
Competitive Salary
Permanent
Edinburgh
Meraki Talent Ltd is seeking a skilled Paraplanner to support their financial advisors and provide exceptional service to clients.
- Collaborate with financial advisors to develop comprehensive financial plans and investment strategies.
- Conduct research and analysis on financial products, including pensions, investments, and insurance.
- Prepare accurate and compliant suitability reports and financial planning documentation.
- Monitor and review client portfolios to ensure alignment with financial goals.
Requirements:
- Previous experience as a Paraplanner or similar role in 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.
Please refer to our website for information on how we handle candidate data.