Paraplanner / Trainee Paraplanner

Paraplanner / Trainee Paraplanner

Edinburgh

Read on to find out what you will need to succeed in this position, including skills, qualifications, and experience.

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 xwzovoh 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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