Paraplanner / Trainee Paraplanner

JR United Kingdom; Broughton; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading financial planning firm seeks a Paraplanner or Trainee Paraplanner for their Edinburgh office. Candidates should have experience in financial advice or a strong desire to enter the field, supported by a relevant diploma. The role involves providing technical analysis, client services, and effective advice drafting.

Qualifications

• Experience in a Financial Planning/Advice firm.
• Interest in becoming a Paraplanner.

Responsibilities

• Deliver excellent client service with financial planning teams.
• Provide technical support to financial planners.
• Draft effective advice and attend client meetings for research.

Skills

Technical analysis

Client service

Research

Education

Diploma in Financial Planning/Paraplanning

Job description

Paraplanner / Trainee Paraplanner

Location:

Edinburgh, United Kingdom

Client:

Meraki Talent

Job Category:

Other

EU work permit required:

Yes

Job Views:

5

Posted:

06.06.2025

Expiry Date:

21.07.2025

Job Description:

Paraplanner / Trainee Paraplanner

Meraki Talent’s Financial Planning/Advice client is looking for a Paraplanner or Trainee Paraplanner to join their team in Edinburgh.

Responsibilities:

1. Work with the financial planning and client service teams to deliver excellent client service.
2. Provide technical support to financial planners by analyzing and modeling financial scenarios.
3. Draft well-written and effective advice, including conclusions and recommendations.
4. Attend client meetings alongside the advice team to conduct research.

Background:

1. Experience working in a Financial Planning/Advice firm.
2. Experience as a Paraplanner or strong interest in becoming one.
3. Diploma in Financial Planning/Paraplanning or willingness to study towards qualifications.

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