Paraplanner/Trainee Paraplanner
Job in
Livingston, West Lothian, EH54, Scotland, UK
Listed on 2026-09-20
Listing for:
Meraki Talent
Apprenticeship/Internship
position Listed on 2026-09-20
Job specializations:
-
Finance & Banking
Financial Reporting, Financial Analyst, Accounting & Finance, Financial Services
Job Description & How to Apply Below
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
- 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
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