img
Permanent

Trainee Paraplanner

Edinburgh
money-bag 35000.00-35000.00 Annual
3087338536
Posted Today

Trainee ParaplannerEdinburgh Hybrid Working Competitive Salary/Benefits + BonusAre you ready to take the next big step in your paraplanning career?Join a high-performing, client-focused wealth management team where your development, technical growth, and long-term success truly matter.We''re looking for a Trainee Paraplanner to join our clients Edinburgh based team. This is a fantastic opportunity for someone with strong analytical thinking, great communication skills, and a passion for financial planning to develop into a skilled paraplanner.What You''ll Be DoingAs a Trainee Paraplanner, you''ll play a key role in supporting their Financial Advisors and delivering an exceptional client experience. Day to day, you will:Provide trusted, proactive support to a team of Financial AdvisorsHelp manage and process both new and existing client businessAssist in coordinating administration support and ensuring service standards stay highApply Conduct Risk principles in all tasksBuild knowledge of core Financial Planning solutions through real client scenariosAnalyse client needs, highlight planning opportunities, and construct financial solutionsProduce accurate, robust financial plans and supporting analysis (with guidance)Support client interactions and develop a strong understanding of advice processesContribute to a collaborative, dynamic and quality-driven team environmentWhat You''ll BringMust-have:Clear written and verbal communicationStrong organisational skills with the abili

Other jobs of interest...

Eden Rose
Edinburgh4 days ago
money-bag28000.00-28000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!