Trainee Paraplanner

Part Time

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

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