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For Companies At a Glance
- Tasks: Support financial planners and enhance client service through research and analysis.
- Company: Join a dynamic financial planning firm in Edinburgh focused on client success.
- Benefits: Enjoy opportunities for professional development and potential study support for qualifications.
- Why this job: Be part of a collaborative team that values your input and fosters growth.
- Qualifications: Experience in financial planning or a strong desire to learn; relevant qualifications preferred.
- Other info: Flexible working arrangements may be available.
The predicted salary is between 24000 - 36000 £ per year.
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
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
Network with professionals in the financial planning industry. Attend local events or join online forums where you can connect with current Paraplanners and financial advisors. This can give you insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest financial planning software and tools. Being proficient in these technologies can set you apart from other candidates and show your commitment to the role.
✨Tip Number 3
Prepare to discuss real-life scenarios during interviews. Think of examples where you've provided excellent client service or solved complex problems, as this will demonstrate your capability and readiness for the position.
✨Tip Number 4
Stay updated on financial regulations and market trends. Showing that you are knowledgeable about the current landscape will impress potential employers and highlight your dedication to the field.
We think you need these skills to ace Paraplanner / Trainee Paraplanner
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of a Paraplanner or Trainee Paraplanner. Highlight your understanding of client service and technical support in your application.
Tailor Your CV: Make sure your CV reflects relevant experience in financial planning or advice. Emphasise any previous roles that involved client interaction or technical analysis.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning. Mention your willingness to study towards qualifications and how you can contribute to the team.
Proofread Your Application: Before submitting, carefully proofread your application for any errors. A well-written application demonstrates attention to detail, which is crucial in this role.
How to prepare for a job interview at Meraki Talent
✨Know Your Financial Planning Basics
Brush up on your knowledge of financial planning principles and practices. Be prepared to discuss various financial scenarios and how you would approach them, as this will demonstrate your understanding of the role.
✨Showcase Your Communication Skills
As a Paraplanner, you'll need to draft clear and effective advice. During the interview, focus on articulating your thoughts clearly and concisely. Practice explaining complex financial concepts in simple terms.
✨Demonstrate Team Collaboration
Highlight any experience you have working in teams, especially in a client service environment. Discuss how you can contribute to a collaborative atmosphere and support financial planners effectively.
✨Express Your Willingness to Learn
If you're applying for a Trainee Paraplanner position, emphasise your eagerness to learn and grow in the field. Mention any relevant courses or qualifications you are pursuing or plan to pursue, showing your commitment to professional development.
