Address
Form of workTrainee Paraplanner
Excellent Salary
Permanent
Edinburgh
Meraki Talent's Financial Planning client is actively looking for a Trainee Paraplanner to join their expanding team in Edinburgh. The Trainee Paraplanner will provide direct support to Paraplanners and Advisers across the business.
Responsibilities of the Trainee Paraplanner
* Maintaining Client files both in paper format and electronically, updating as and when necessary
* Prepare client files for servicing meetings in a timely manner
* Maintain client files in line with GDPR
* Prepare prospect / existing client files for face-to-face meetings
* Keep in regular contact with providers regarding transfer process
Background of the Trainee Paraplanner
* Excellent work ethic
* Previous experience working in a financial planning firm would be extremely desirable but not essential
* Strong communication skills
* Great Team Player/Contributor to the team
* Motivated individual
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