Paraplanner / Trainee Paraplanner

Associate Director - Financial Services at Meraki Talent Ltd

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

• 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

• Experience working in a Financial Planning/Advice firm
• Experience working as a Paraplanner or strong interest in becoming a Paraplanner
• Diploma in Financ...