Paraplanner

Meraki Talent; Newcastle upon Tyne; On-site; GBP 32,000 - 42,000; Full time

Job summary

Meraki Talent are seeking a skilled Paraplanner to join our financial planning team in the United Kingdom. The role involves supporting financial advisors, preparing detailed financial plans, and ensuring all documentation meets regulatory standards.

You will conduct research on investment options and insurance products, help assemble client presentations, and maintain up-to-date plans with strong attention to detail and clear communication.

Qualifications

• Previous experience in a Paraplanning role is essential.
• Diploma in Financial Planning or working towards it.
• Strong knowledge of financial planning tools, products and compliance standards.
• Excellent attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Time management and ability to meet deadlines in a fast-paced environment.

Responsibilities

• Prepare financial plans in collaboration with financial advisors.
• Conduct research on investment options, insurance products and other financial services.
• Assist in client presentations and reports with clear, accurate information.
• Regularly update and maintain clients' financial plans to keep them current.

Skills

Paraplanning experience

Attention to detail

Communication skills

Time management

Education

Diploma in Financial Planning

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.