Financial Planning Associate

3 days ago


Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full time

Meraki Talent Ltd's Financial Planning/Advice client is seeking a highly skilled Financial Planning Associate to join their team in Edinburgh.

The estimated salary for this role is £25,000 - £35,000 per annum, depending on experience.

Job Responsibilities:

- Work closely with the financial planning and client service teams to deliver exceptional client service

- Provide technical support to financial planners by analyzing and modelling various financial scenarios

- Assist in drafting well-written and effective advice containing all relevant information for clients, including conclusions and recommendations

- Attend client meetings alongside the advice team to conduct research

Requirements:

- Experience working in a Financial Planning/Advice firm

- Diploma in Financial Planning/Paraplanning or willingness to study towards qualifications

- Strong interest in becoming a Paraplanner

Please see our website page headed (eg) 'Privacy Notice' for an explanation about how we use information we collect about you.'



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