Paraplanner / Trainee Paraplanner
Location: Livingston, United Kingdom
Client: Meraki Talent
Job Category: Other
EU work permit required: Yes
Job Views: 5
Posted: 09.06.2025
Expiry Date: 24.07.2025
Job Description:
Meraki Talent’s Financial Planning/Advice client is looking for a Paraplanner or Trainee Paraplanner to join their team in Livingston.
Responsibilities:
* Work with the financial planning and client service teams to deliver excellent client service
* Provide technical support to financial planners by analyzing and modeling various financial scenarios
* Draft well-written and effective advice, including relevant information, conclusions, and recommendations
* Attend client meetings alongside the advice team to conduct research
Background:
* Experience working in a Financial Planning/Advice firm
* Experience as a Paraplanner or strong interest in becoming one
* Diploma in Financial Planning/Paraplanning or willingness to study towards qualifications
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