Job description
Associate Director - Financial Services at Meraki Talent LtdParaplanner / 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 Financial Planning/Paraplanning or willingness to study towards qualifications
Seniority levelAssociate
Employment typeFull-time
Job functionAdministrative, Analyst, and Finance
Industries: Financial Services, Banking, and Investment Advice
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Extra information
- Status
- Closed
- Education Level
- Secondary School
- Location
- Edinburgh
- Type of Contract
- Full Time Jobs
- Full UK/EU driving license preferred
- No
- Car Preferred
- No
- Must be eligible to work in the EU
- No
- Cover Letter Required
- No
- Languages
- English
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