Trainee Paraplanner/ Paraplanner
1 week ago
Dont miss this exciting career opportunity for a Trainee Paraplanner in Linlithgow Hours: 40 hours per week
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 Partnershipone of the largest financial networks in the UKwhile 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. Excellent attention to detail and accuracy in handling client data
Proficiency in Microsoft Office Suite, especially Word, Excel, and PowerPoint
A passion for career advancement and a drive to exceed expectations
Preparing financial illustrations and drafting suitability reports
Conducting cash flow projections and preparing materials for client annual reviews
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
~ Structured training in key business areas
~ Free parking
Your data will be handled in line with GDPR.
They celebrate diversity and are committed to creating an inclusive environment for all employees.
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