Paraplanner / Trainee Paraplanner
Location: Edinburgh
Meraki Talent’s Financial Planning/Advice client is 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 relevant information, 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 a strong interest in becoming one
* Diploma in Financial Planning/Paraplanning or willingness to study towards such qualifications
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