Financial Planning Associate
3 days ago
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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