Paraplanner: Financial Planning & Client Insights

Meraki Talent; United Kingdom; Vor Ort; GBP 28.000 - 36.000; Vollzeit

Zusammenfassung

Meraki Talent is seeking a skilled Paraplanner to join our financial planning team. You will support financial advisors by preparing plans, conducting research, and ensuring documentation is accurate and regulatory compliant.

Key tasks include drafting comprehensive advice, conducting in-depth product research, and maintaining up-to-date client plans. Strong communication and attention to detail are essential for success in this role.

Qualifikationen

• Experience in paraplanning role is essential.
• Diploma in Financial Planning or equivalent qualification.
• Strong knowledge of financial planning tools, products, and compliance standards.
• Excellent written and verbal communication skills.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.

Aufgaben

• Prepare Financial Plans collaboratively with financial advisors.
• Draft well written advice including conclusions and recommendations.
• Research investment options, insurance products, and other services for recommendations.
• Assist in client presentations and reports with clear and accurate information.
• Regularly update and maintain client financial plans to stay current.

Kenntnisse

Paraplanning experience

Attention to detail

Communication skills

Time management

Research and analysis

Regulatory compliance

Ausbildung

Diploma in Financial Planning

Jobbeschreibung

Meraki Talent is seeking a skilled Paraplanner to join our financial planning team. You will support financial advisors by preparing plans, conducting research, and ensuring documentation is accurate and regulatory compliant.

Key tasks include drafting comprehensive advice, conducting in-depth product research, and maintaining up-to-date client plans. Strong communication and attention to detail are essential for success in this role.