Website Recruit UK
Do you have industry experience within Financial Planning? Perhaps you’ve been wanting an opportunity where you can step into Paraplanning? At Recruit UK, we are seeking a high-quality administrator to join an excellent Financial Planning firm is seeking an experienced and ambitious individual to join their small and friendly team in Linlithgow. They have taken a bespoke approach for the last 30 years, going from success to success. You will play a key part in supporting the advisory team to give specialist financial planning, pension and wealth management advice to their clients. This role is a perfect opportunity to join a small firm and make a big impact. Key functions of the role will involve: – Dealing with daily correspondence – Maintaining and updating client files – Processing new business applications from cradle to grave – Obtain product information – Prepare illustrations – Complete suitability reports – Maintain New Business pipeline To succeed you will need: – A strong drive to succeed and further your career. – A fast-paced environment for someone who has a strong work ethic. – Demonstrable knowledge and awareness of Financial Planning Benefits: – 25 days holiday (+ bank holidays) – Quarterly bonus based on performance – Competitive salary – Thorough training (with professional qualification support) – No ceiling – Free Parking Location: West Lothian Salary: from £25k upwards (dependent on experience and highly negotiable) REF: 16105