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Paraplanner

Meraki Talent Limited
Posted a day ago, valid for 21 days
Location

Edinburgh, City of Edinburgh EH105BP, Scotland

Salary

£35,000 - £42,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Meraki Talent is seeking an experienced Paraplanner for a permanent, full-time position in Edinburgh with a hybrid working model.
  • The salary for this role is competitive and dependent on experience.
  • Candidates must have at least 3 years of proven experience in a Paraplanning role and hold a CII Level 4 Diploma in Regulated Financial Planning or equivalent.
  • The Paraplanner will support Financial Advisors by delivering client services, analyzing client aims, and producing financial plans.
  • This position offers opportunities for career growth and progression within a leading wealth management firm.

ParaplannerPermanent, Full-TimeEdinburgh - HybridSalary depending on experienceMeraki Talent is working with a leading wealth management firm to appoint an experienced Paraplanner to their growing team in Edinburgh. This is a permanent, full-time opportunity which offers a competitive salary and a hybrid working model alongside excellent benefits.This is a perfect opportunity for a qualified Paraplanner to join a firm that not only has a modern approach to working but also promotes career growth and progression. You will work alongside experienced financial planners and financial advisors who will guide you in your developing career.The purpose of the Paraplanner is to provide ongoing support and assistance to the Financial Advisors and Planners and facilitate the smooth processing of new and current business.Responsibilities will include:

  • Understanding current regulations and principles
  • Supporting the delivery of client services
  • Communicating with clients and providing guidance, whilst supporting colleagues with client interaction
  • Investigating and analysing the aims of clients while creating solutions
  • Producing financial plans and providing information analysis to advisors

To be considered for this appointment you must have:

  • At least 3 years of proven experience in a Paraplanning role
  • Attained CII Level 4 Diploma in Regulated Financial Planning or equivalent
  • Experience in analysing clients' aims with the ability to construct solutions
  • The ability to provide support and guidance to junior team members
  • The ability to demonstrate strong problem-solving skills, and deliver client solutions.
  • Be able to manage various workstreams and meet client deadlines

Apply NowLauren wants: Paraplanning, Level4, DipPFS, Suitability Reports, Clients, Financial Planning'By submitting your information, you confirm you have read and understood our Privacy Notice which outlines how we use information we collect about you."Please see our website page headed 'Privacy Notice’ for an explanation about how we use the information we collect about you’

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.