Detail-Oriented Support Specialist

2 weeks ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full time

Meraki Talent Ltd is looking for a highly detail-oriented Support Specialist to join our financial planning team.

The ideal candidate will have previous experience as a Paraplanner and possess strong analytical skills, excellent communication skills, and the ability to work effectively in a fast-paced environment.

Responsibilities:
  1. Financial Planning: Collaborate with financial advisors to develop comprehensive financial plans for clients.
  2. Research and Analysis: Conduct in-depth analysis of investment options, insurance products, and other financial services to inform recommendations.
  3. Client Communication: Prepare client presentations and reports, ensuring clarity, accuracy, and compliance with relevant legislation.
  4. Plan Maintenance: Regularly update and maintain clients' financial plans to ensure they remain current and relevant.

The estimated salary for this role is £45,500 per annum.



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