Paraplanner

Paraplanner

Competitive Salary

Permanent

Edinburgh

Meraki Talent’s client is a leading financial services firm in Edinburgh, currently seeking a highly skilled and motivated Paraplanner to join their dynamic team. As a Paraplanner, you will play a crucial role in supporting our financial advisors and providing exceptional service to their portfolio of valued clients.

Key Responsibilities:

• Collaborate with financial advisors to develop comprehensive financial plans and investment strategies for clients.
• Conduct research and analysis on various financial products, including pensions, investments, and insurance.
• Prepare accurate and compliant suitability reports and financial planning documentation.
• Assist in the preparation of client meetings, including gathering the necessary information and producing reports.
• Monitor and review client portfolios to ensure they remain aligned with the client’s financial goals.
• Stay up to date with industry regulations and best practices to ensure compliance and provide accurate advice.

Background:

• Previous experience as a Paraplanner or similar role within the financial services industry.
• Strong knowledge of financial planning concepts, investment products, and regulatory requirements.
• Proficiency in using financial planning software and tools.
• Excellent analytical and research skills.
• Exceptional attention to detail and ability to produce accurate and compliant documentation.
• Strong communication and interpersonal skills to effectively collaborate with advisors and clients.
• Relevant certifications such as Diploma in Financial Planning or Certificate in Paraplanning

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