Paraplanner / Trainee Paraplanner
Location:
Edinburgh, United Kingdom
Client:
Meraki Talent
Job Category:
Other
EU work permit required:
Yes
Job Views:
5
Posted:
06.06.2025
Expiry Date:
21.07.2025
Job Description:
Paraplanner / Trainee Paraplanner
Meraki Talent’s Financial Planning/Advice client is looking for a Paraplanner or Trainee Paraplanner to join their team in Edinburgh.
Responsibilities:
1. Work with the financial planning and client service teams to deliver excellent client service.
2. Provide technical support to financial planners by analyzing and modeling financial scenarios.
3. Draft well-written and effective advice, including conclusions and recommendations.
4. Attend client meetings alongside the advice team to conduct research.
Background:
1. Experience working in a Financial Planning/Advice firm.
2. Experience as a Paraplanner or strong interest in becoming one.
3. Diploma in Financial Planning/Paraplanning or willingness to study towards qualifications.
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