Meraki Talent are keen to speak to both part and fully qualified Paraplanner who are open to new opportunities UK wide. We work with a number of the UKs leading Wealth Management firms who are constantly looking for talented individuals to join their teams. We also have work closely with some of the UK’s up and coming Wealth Management Boutiques who are always keen to speak to fully qualified individuals.
Our clients would be interested in speaking to individuals who have experience of supporting wealth managers and are keen to work towards the necessary qualifications going forward.
- Assist advisors by carrying out relevant research and analysis to formulate suitable recommendations for the client
- Preparation of client meeting packs
- Implementing any recommendations
- Reviewing portfolios and writing review letters
- Working towards/achieved the Diploma in Financial Planning Chartered (Level 4) qualification through the CII
If you are looking for your next move or need some advice, then please get in touch for a confidential chat on 0131 297 2711 or at email@example.com