Posted by Meraki Talent Limited • £30K/yr to £55K/yr
General
We are looking for a skilled and detail-oriented Paraplanner to join our financial planning team.
The Paraplanner 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.
Key Responsibilities
Prepare Financial Plans: Collaborate with financial advisors to create comprehensive financial plans that align with clients' goals and objectives.
If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager.
Are you looking to benefit from a new career in Project Management?
We do this using our specialised programme looking at placing candidates into gateway project management positions to build the foundation of a project management career.
Recently appointed brand and initiative toolbox agency for Wella, following an international pitch process, they also appear on the agency roster of Procter & Gamble.
Our client is a design and content agency operating globally, with clients stretching from east to west coast USA and throughout mainland Europe.
As well as brand communication, which includes print and digital materials, they also create videos and animation on behalf of their instantly recognisable blue-chip clients.
Are you a qualified Residential Surveyor looking for a remote Residential Surveyor role where all the work is provided from in-house?
As a Residential Surveyor, you will be responsible for conducting L2 and L3 RICS surveys, some associated valuations and assessments of residential properties.
This includes inspecting properties, evaluating their conditions, identifying potential issues or hazards, and providing detailed reports.
This is an excellent opportunity for an experienced professional who is passionate about providing tailored financial planning solutions and building long-term client relationships.
Meraki Talent is working with a leading wealth management firm seeking a highly skilled Chartered Financial Adviser to join their growing team.
Key Responsibilities
Provide bespoke financial advice to a portfolio of high-net-worth clients, covering investments, pensions, tax planning, and estate planning.
They are looking for a Dynamics CRM/D365 CE expert with experience in both project management and working with D365 CRM for a MS Partner.
Pearson Carter are currently working with one of the UK's leading Microsoft Partners, specialising in implementing innovative and functional Dynamics CRM/D365 CE solutions into businesses within the charity and non-profit sector.
They have recently secured £2 million of Dynamics CRM/D365 CE projects and are looking to grow their team.