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For Companies At a Glance
- Tasks: Support financial planners and deliver top-notch client service in a dynamic team.
- Company: Join a leading Financial Planning firm in Edinburgh, known for its client-focused approach.
- Benefits: Enjoy opportunities for professional development and potential remote work options.
- Why this job: Gain hands-on experience in finance while making a real impact on clients' lives.
- Qualifications: Previous experience in financial planning or a strong desire to learn is essential.
- Other info: Ideal for those looking to kickstart their career in finance with supportive training.
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 to connect with current Paraplanners and financial advisors. This can give you insights into the role and may even lead to job 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 for potential interviews by practising common questions related to financial planning scenarios. Think about how you would approach client situations and be ready to discuss your thought process.
✨Tip Number 4
Show your enthusiasm for the role by staying updated on industry trends and regulations. This knowledge can help you engage in meaningful conversations during interviews and demonstrate your passion for becoming a Paraplanner.
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 any relevant experience in financial planning or advice. Emphasise skills that align with the job description, such as analytical abilities and effective communication.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning. Mention any qualifications you have or are pursuing, and explain why you want to join this specific team in Edinburgh.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, and that your writing is clear and professional.
How to prepare for a job interview at Meraki Talent
✨Know Your Financial Planning Basics
Brush up on your knowledge of financial planning concepts and terminology. Being able to discuss these confidently will show that you have a solid foundation and are serious about the role.
✨Prepare for Scenario Questions
Expect to be asked how you would handle specific financial scenarios. Practise articulating your thought process and the steps you would take to analyse and model these situations.
✨Showcase Your Communication Skills
Since drafting advice and attending client meetings are key responsibilities, demonstrate your ability to communicate clearly and effectively. You might even want to prepare a sample piece of written advice to share.
✨Express Your Willingness to Learn
If you're applying for a Trainee Paraplanner position, emphasise your eagerness to learn and grow in the field. Discuss any relevant courses or qualifications you’re pursuing or plan to pursue.
