Paraplanner

Associate Director - Financial Services at Meraki Talent Ltd

Paraplanner

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.

• 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.

• 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.

Associate

Full-time

Finance and Analyst

Financial Services, Banking, and Investment Advice

Referrals increase your chances of interviewing at Meraki Talent by 2x

Apply BELOW