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For Companies At a Glance
- Tasks: Join our team to support financial planners and deliver top-notch client service.
- Company: Meraki Talent is a leading firm in Financial Planning/Advice based in Edinburgh.
- Benefits: Gain valuable experience, work in a collaborative environment, and receive support for your qualifications.
- Why this job: This role offers hands-on experience in financial planning and the chance to grow your career.
- Qualifications: Experience in Financial Planning/Advice or a strong interest in becoming a Paraplanner is essential.
- Other info: Willingness to study towards a Diploma in Financial Planning/Paraplanning is required.
The predicted salary is between 24000 - 36000 £ per year.
Job Description
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
Background 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’.
Paraplanner / Trainee Paraplanner employer: Meraki Talent
Contact Detail:
Meraki Talent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner / Trainee Paraplanner
✨Tip Number 1
Make sure to familiarize yourself with the financial planning process and the specific services offered by our firm. Understanding our approach will help you engage more effectively during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who work as Paraplanners. This can provide you with valuable insights into the role and may even lead to referrals or recommendations for your application.
✨Tip Number 3
Prepare to discuss specific financial scenarios and how you would analyze them. Being able to articulate your thought process and problem-solving skills will set you apart from other candidates.
✨Tip Number 4
Show your willingness to learn and grow in the field of financial planning. Highlight any relevant courses or certifications you are pursuing, as this demonstrates your commitment to becoming a successful Paraplanner.
We think you need these skills to ace Paraplanner / Trainee Paraplanner
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of a Paraplanner or Trainee Paraplanner. Familiarize yourself with the key tasks such as providing technical support and drafting effective advice.
Highlight Relevant Experience: In your application, emphasize any experience you have in a Financial Planning/Advice firm. If you have worked as a Paraplanner or have a strong interest in the field, make sure to mention this clearly.
Showcase Your Qualifications: If you hold a Diploma in Financial Planning/Paraplanning or are willing to study towards qualifications, include this information prominently in your CV and cover letter.
Craft a Compelling Cover Letter: Write a tailored cover letter that outlines your motivation for applying and how your skills align with the company's needs. Be sure to express your enthusiasm for delivering excellent client service.
How to prepare for a job interview at Meraki Talent
✨Understand the Role
Make sure you have a clear understanding of what a Paraplanner does. Familiarize yourself with the responsibilities listed in the job description, such as providing technical support and drafting advice. This will help you demonstrate your knowledge during the interview.
✨Showcase Relevant Experience
Be prepared to discuss your previous experience in financial planning or any related roles. Highlight specific examples where you provided excellent client service or supported financial planners, as this will show your suitability for the position.
✨Prepare for Technical Questions
Since the role involves analyzing financial scenarios, brush up on your technical knowledge. Be ready to answer questions about financial modeling and provide insights into how you would approach different client situations.
✨Express Your Willingness to Learn
If you're applying as a Trainee Paraplanner, emphasize your eagerness to learn and grow in the field. Mention any relevant qualifications you are pursuing or plan to pursue, as this shows your commitment to the profession.
