One of Meraki Talent’s clients, a successful, ambitious and driven financial planning team in Glasgow is seeking several experienced paraplanners to join their ranks as they grow their AUM exponentially through the success of their online platform.
Responsibilities of the Paraplanner
Your role will be to provide a range of research and administrative duties to assist advisers in delivering on servicing a client base of high net worth individuals. Remaining compliant to FCA rules, you will produce bespoke tailored reports and packages for a private client base and work closely with the Financial Advisory team to successfully meet all timescales required. In addition you will be charged with ensuring our client's platform is updated and maintained with pertinent and accurate information whilst maintaining advisers diaries.
Background of the Paraplanner
Extensive knowledge of Financial Services Industry and markets, specifically investments and funds
Excellent report writing skills
Motivated & Performance Driven
Strong work ethic
Strong presentation skills
Excellent ability to communicate with clients and colleagues
Work towards obtaining CII Diploma level qualified as a minimum
Is this job for you? At Meraki, we love recruitment and love words. Is this you?
Darren wants: Paraplanners, Investment Support