Paraplanner / Trainee Paraplanner

Paraplanner / Trainee Paraplanner EdinburghMeraki 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 researchBackground of the Paraplanner / Trainee Paraplanner:-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‘Please see our website page headed (eg) ‘Privacy Notice’ for an explanation about how we use information we collect about you’.

Created: 2025-09-10