Meraki Talent
Paraplanning Manager
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Paraplanning Manager
We are looking for a skilled and detail-oriented Paraplanning Manager to join our financial planning team. The Paraplanning Manager will play a key role in supporting our financial advisors by conducting research, preparing financial plans, and ensuring that all documentation is accurate and compliant with regulations, as well as managing a team of Paraplanners.
Key Responsibilities:
- Lead and Manage a team of Paraplanners: Ensure the effective training, development, and oversight of a team of Paraplanners.
- Prepare Financial Plans: Collaborate with financial advisors to create comprehensive financial plans that align with clients' goals and objectives.
- Research and Analysis: Conduct in-depth research on investment options, insurance products, and other financial services to provide accurate recommendations.
- Client Support: Assist in the preparation of client presentations and reports, ensuring that all information is clear, accurate, and complies with relevant legislation.
- Ongoing Review: Regularly update and maintain clients' financial plans to ensure they remain current and relevant.
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Qualifications & Skills:
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- Experience: Previous experience in a Paraplanning or Financial Advice role.
- Education: Diploma in Financial Planning (or working towards) or equivalent qualification.
- Technical Knowledge: Strong knowledge of financial planning tools, products, and compliance standards.
- Attention to Detail: Ability to produce high-quality work with a strong focus on accuracy and detail.
- Communication Skills: Excellent written and verbal communication skills to interact with advisors and clients effectively.
- Time Management: Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
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