Trainee Paraplanner

Trainee Paraplanner - Launch Your Career in Financial Planning! Location: Edinburgh Office Full-Time Permanent Great Long-Term Opportunities Are you ready to kickstart your career in financial services? Do you thrive in a fast-paced, dynamic environment where no two days are the same? If you''re organised, detail-driven, and eager to learn, we want to hear from you! We''re looking for a Trainee Paraplanner to join our clients rapidly growing team in Edinburgh. This is a fantastic opportunity to gain invaluable hands-on experience within a well-respected Chartered Financial Planning company, work alongside experienced professionals, and build a long-term career in financial planning. What You''ll Be Doing: Supporting advisers with research, valuations, and client reports Maintaining accurate client records using Intelligent Office (IO) Preparing suitability reports and processing new business applications Liaising with clients, advisers, and providers to ensure smooth service delivery Learning the ropes of financial planning, compliance, and report writing What You''ll Bring: A passion for learning and a proactive attitude Strong organisational skills and the ability to juggle multiple priorities Excellent communication - both written and verbal Confidence with Microsoft Office (Word, Excel, Outlook) A keen eye for detail and a love of problem-solving Previous experience in financial services or report writing is a bonus, but not essential Why Join Our Clients Team? ..... full job details .....