Paraplanner / Trainee Paraplanner

Associate Director – Financial Services at Meraki Talent Ltd

Paraplanner / Trainee Paraplanner

Edinburgh

Meraki Talent’s Financial Planning/Advice client are looking for a Paraplanner or Trainee Paraplanner to join their team in Edinburgh.

Responsibilities

• Work with the financial planning and client service teams to deliver an excellent level of client service
• Provide technical support to financial planners by analyzing and modelling various financial scenarios
• Draft well written and effective advice containing all the relevant information that clients need to be aware of including conclusions and recommendations
• Attend client meetings alongside the advice team to conduct research

Background

• Experience working in a Financial Planning/Advice firm
• Experience working as a Paraplanner or strong interest in becoming a Paraplanner
• Diploma in Financial Planning/Paraplanning or willingness to study towards qualifications

Seniority level

Associate

Employment type

Full-time

Job function

Administrative, Analyst, and Finance

Industries: Financial Services, Banking, and Investment Advice

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