Paraplanner / Trainee Paraplanner

Meraki Talent

ScreenedFull Time

City of Edinburgh, Scotland

Posted 2 days ago

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About the role

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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