Meraki Talent
Paraplanner / Trainee Paraplanner
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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
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Background of the Paraplanner / Trainee Paraplanner:
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- 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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