Trainee Paraplanner
Posted a day ago
- Linlithgow, West Lothian
- Any
- External
- Expires In 3 months
Don't miss this exciting career opportunity for a Trainee Paraplanner in Linlithgow!
Hours: 40 hours per week
Salary: Competitive, up to £25,000.00 - £40,000.00 per annum (DOE)
This is a fantastic opportunity to advance your career with a leading financial services firm based in Linlithgow, known for its commitment to delivering exceptional client-focused financial solutions. This company operates independently within the prestigious Openwork Partnership—one of the largest financial networks in the UK—while maintaining a distinctive approach to personalised, client-centred service.
As a Trainee Paraplanner, you will play a vital role in the day-to-day operations, supporting financial advisors to deliver top-notch service to clients. Your strong organisational skills, eye for detail, and proactive approach will be essential as you manage complex client cases and contribute to the growth and efficiency of the team.
The ideal candidate will have:
Excellent attention to detail and accuracy in handling client data
Strong organisational and time-management skills
Ability to work effectively both independently and as part of a team
Proficiency in Microsoft Office Suite, especially Word, Excel, and PowerPoint
A passion for career advancement and a drive to exceed expectations
Key Responsibilities
Managing client communications and daily correspondence
Keeping client files meticulously updated and organised
Processing new business applications from initiation to completion
Gathering product information from providers
Preparing financial illustrations and drafting suitability reports
Maintaining the new business pipeline and preparing for client review meetings
Conducting cash flow projections and preparing materials for client annual reviews
What can you expect in return?
25 days holiday per year plus English bank holidays
£1,000 to cover travelling expenses
Quarterly bonus after successful completion of the 6-month probation period
5% employer contribution to workplace pension
Opportunities for career progression into training or supervisory roles
Support to complete Professional Qualifications
Structured training in key business areas
Free parking
Ready to take the next step in your career? Click “APPLY” now!
Your data will be handled in line with GDPR.
Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees.
TPBN1_UKTJ
Hours: 40 hours per week
Salary: Competitive, up to £25,000.00 - £40,000.00 per annum (DOE)
This is a fantastic opportunity to advance your career with a leading financial services firm based in Linlithgow, known for its commitment to delivering exceptional client-focused financial solutions. This company operates independently within the prestigious Openwork Partnership—one of the largest financial networks in the UK—while maintaining a distinctive approach to personalised, client-centred service.
As a Trainee Paraplanner, you will play a vital role in the day-to-day operations, supporting financial advisors to deliver top-notch service to clients. Your strong organisational skills, eye for detail, and proactive approach will be essential as you manage complex client cases and contribute to the growth and efficiency of the team.
The ideal candidate will have:
Excellent attention to detail and accuracy in handling client data
Strong organisational and time-management skills
Ability to work effectively both independently and as part of a team
Proficiency in Microsoft Office Suite, especially Word, Excel, and PowerPoint
A passion for career advancement and a drive to exceed expectations
Key Responsibilities
Managing client communications and daily correspondence
Keeping client files meticulously updated and organised
Processing new business applications from initiation to completion
Gathering product information from providers
Preparing financial illustrations and drafting suitability reports
Maintaining the new business pipeline and preparing for client review meetings
Conducting cash flow projections and preparing materials for client annual reviews
What can you expect in return?
25 days holiday per year plus English bank holidays
£1,000 to cover travelling expenses
Quarterly bonus after successful completion of the 6-month probation period
5% employer contribution to workplace pension
Opportunities for career progression into training or supervisory roles
Support to complete Professional Qualifications
Structured training in key business areas
Free parking
Ready to take the next step in your career? Click “APPLY” now!
Your data will be handled in line with GDPR.
Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees.
TPBN1_UKTJ