Paraplanner / Trainee Paraplanner

2 weeks ago


Edinburgh, United Kingdom Meraki Talent Ltd Full time

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


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