Trainee Paraplanner

3 days ago

West Lothian, United Kingdom Recruit UK Full time

**Are you looking to make a career change?**

**Want to take your transferable skills but immerse yourself in a whole new profession?**

At Recruit UK, we are seeking an individual to join an excellent Financial Planning firm to join their small and friendly team in West Lothian. They have taken a bespoke approach for the last 30 years, going from success to success. You will play a key partin supporting the advisory team who give specialist financial planning, pension and wealth management advice to their clients. This role will teach you everything you need to know from the ground up and is open to people with no prior experience of financialplanning.

**Key functions of the role will involve**:

- Dealing with daily correspondence
- Maintaining and updating client files
- Obtain product information
- Prepare illustrations
- Complete suitability reports
- Maintain New Business pipeline

**To succeed you will need**:
This role is a perfect opportunity to join a small firm and make a big impact. A strong drive to succeed and further your career. A fast-paced environment for someone who has a strong work ethic. This role is a hybrid of IFA administrator / Trainee Paraplanner.

**Benefits**:

- 25 days holiday (+ bank holidays)
- Quarterly bonus
- Competitive salary
- Qualification support
- Structured training in key business areas
- Free Parking

**Location**: West Lothian

**Salary**:£22,000 - £27,000

**REF**: 6326

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