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Paraplanner
Meraki TalentNewcastle Upon Tyne, Tyne and Wear, United Kingdom11 days ago
Job type
- Full-time
Job descriptionExperience : 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.
Paraplanner
Make sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below.
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 :
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Paraplanner • Newcastle Upon Tyne, Tyne and Wear, United Kingdom