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Meraki Talent Limited
,
Glasgow, City of Glasgow
Investment Administrator
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Job Type: Full-time |
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Overview
Meraki Talent are currently recruiting for a Paraplanner to join a leading Financial Services company in Glasgow city centre. You will be responsible for supporting the firm’s advisers and ensuring that all client files are compliant. Key Responsibilities: Collating detailed information required to support any recommendations to be made to Financial Advisor Ensuring all relevant paperwork held within a client file is relevant and compliant Identifying and discussing areas for planning with the advisor Carrying out research to identify solutions to meet a client’s objectives Preparing draft suitability reports to be discussed and signed Dealing effectively with client queries Liaising closely with Financial Planners Preparing existing client files ready for reviews Skills and Experience Strong written and oral communication skills High attention to detail Experience working within the financial or banking sector Broad knowledge of financial services and processes Understanding of the Independent Financial Services sector