Paraplanner

Meraki Talent; Newcastle upon Tyne; On-site; GBP 28,000 - 42,000; Full time

Job summary

Meraki Talent in Newcastle upon Tyne is seeking a skilled Paraplanner to support our financial planning team. The role focuses on researching investments, preparing financial plans, and ensuring documentation meets regulatory standards.

You will collaborate with financial advisors to develop plans, conduct in-depth research on products, and maintain client materials with high accuracy and professionalism.

Qualifications

• Previous paraplanning experience is essential.
• Diploma in Financial Planning or working towards is required.
• Strong knowledge of financial planning tools, products and compliance standards.

Responsibilities

• Prepare Financial Plans: Collaborate with advisors to create comprehensive plans.
• Research and Analysis: Assess investment options, insurance products and services.
• Client Support: Prepare client presentations and reports with clear, accurate information.
• Ongoing Review: Regularly update client plans to stay current.

Skills

Paraplanning experience

Attention to detail

Communication skills

Time management

Regulatory compliance

Education

Diploma in Financial Planning (or working towards)

Tools

Financial planning tools

Job description

We are looking for a skilled and detail-oriented Paraplanner to join our financial planning team. The Paraplanner will play a key role in supporting our financial advisors by conducting research, preparing financial plans, and ensuring that all documentation is accurate and compliant with regulations.

Key Responsibilities:

• Prepare Financial Plans: Collaborate with financial advisors to create comprehensive financial plans that align with clients' goals and objectives.
• Research and Analysis: Conduct in-depth research on investment options, insurance products, and other financial services to provide accurate recommendations.
• Client Support: Assist in the preparation of client presentations and reports, ensuring that all information is clear, accurate, and complies with relevant legislation.
• Ongoing Review: Regularly update and maintain clients' financial plans to ensure they remain current and relevant.

Qualifications & Skills:

• Experience: Previous experience in a Paraplanning role is essential.
• Education: Diploma in Financial Planning (or working towards) or equivalent qualification.
• Technical Knowledge: Strong knowledge of financial planning tools, products, and compliance standards.
• Attention to Detail: Ability to produce high-quality work with a strong focus on accuracy and detail.
• Communication Skills: Excellent written and verbal communication skills to interact with advisors and clients effectively.
• Time Management: Ability to manage multiple tasks and meet deadlines in a fast-paced environment.