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 of the Paraplanner / Trainee Paraplanner:
-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 of the Paraplanner / Trainee Paraplanner:
-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
‘Please see our website page headed (eg) ‘Privacy Notice’ for an explanation about how we use information we collect about you’.