Paraplanner
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-07-16
Listing for:
Meraki Talent Limited
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Advisor / Consultant
Job Description & How to Apply Below
Meraki Talent is seeking an experienced Paraplanner to join a growing team. This is an excellent opportunity for someone who enjoys technical financial planning, producing high-quality suitability reports, and working closely with Financial Advisers to deliver outstanding client outcomes.
Key Responsibilities- Prepare comprehensive and compliant suitability reports.
- Conduct research into pensions, investments, protection, and retirement planning solutions.
- Analyse existing financial arrangements and make recommendations based on client objectives.
- Liaise with advisers to develop suitable financial planning strategies.
- Ensure recommendations comply with regulatory requirements and internal standards.
- Prepare and maintain accurate client records and documentation.
- Assist with technical queries and provide support on complex cases.
- Keep up to date with industry, legislative, and regulatory developments.
- Previous experience working as a Paraplanner within a financial planning or wealth management firm.
- Strong technical knowledge of pensions, investments, tax planning, and protection products, and experience using financial planning and research software.
- Excellent report writing and analytical skills.
This is a permanent opportunity.
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