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Paraplanner: Technical Financial Planning Specialist
Job in
Perth, Perth and Kinross, PH1, Scotland, UK
Listed on 2026-07-21
Listing for:
Meraki Talent Limited
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
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 include preparing comprehensive and compliant suitability reports, researching pensions, investments, protection, and retirement planning solutions, and liaising with advisers to implement
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