Paraplanner / Trainee Paraplanner

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’.

Location: Edinburgh, GB

Posted Date: 1/15/2025