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- 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 while working in a supportive environment with growth opportunities.
- Why this job: This role offers hands-on experience in financial planning and a chance to make a real impact.
- Qualifications: Experience in Financial Planning or a strong interest in becoming a Paraplanner is essential.
- Other info: Willingness to pursue relevant qualifications is a plus!
The predicted salary is between 28800 - 43200 £ per year.
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’.
Meraki Talent Ltd | Paraplanner / Trainee Paraplanner employer: Meraki Talent Ltd
Contact Detail:
Meraki Talent Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Meraki Talent Ltd | Paraplanner / Trainee Paraplanner
✨Tip Number 1
Familiarize yourself with the financial planning process and the specific services offered by Meraki Talent. Understanding their approach will help you demonstrate your enthusiasm and alignment with their values during any discussions.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who work as paraplanners. Engaging with them can provide insights into the role and may even lead to referrals or recommendations.
✨Tip Number 3
Stay updated on the latest trends and regulations in financial planning. Showing that you are knowledgeable about current events in the industry can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your analytical skills and how you can contribute to the team. Be ready to share examples of how you've successfully analyzed financial scenarios or provided support in previous roles.
We think you need these skills to ace Meraki Talent Ltd | 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 skills required, 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 have 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 Tailored Cover Letter: Write a personalized cover letter that addresses how your skills and experiences align with the job description. Be sure to express your enthusiasm for the role and the company.
How to prepare for a job interview at Meraki Talent Ltd
✨Understand the Role
Make sure you have a clear understanding of what a Paraplanner does and the specific responsibilities mentioned in the job description. Familiarize yourself with financial planning concepts and be ready to discuss how your skills align with the role.
✨Showcase Your Technical Skills
Be prepared to demonstrate your analytical abilities and technical knowledge. You might be asked to analyze a financial scenario or draft a sample piece of advice, so practice these skills beforehand.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask about the company culture, team dynamics, and the specific challenges faced by the financial planning team. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
✨Highlight Relevant Experience
If you have previous experience in a Financial Planning/Advice firm, be ready to discuss specific examples of your work. If you're a Trainee, emphasize your willingness to learn and any relevant coursework or projects you've completed.
