Paraplanner

Meraki Talent are 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.

As a key member of our team, you will play an important role in supporting advisers through research, analysis, report writing, and technical guidance, helping to ensure clients receive tailored financial planning advice.

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...