Paraplanner Assistant

2 weeks ago

Linlithgow, West Lothian, United Kingdom Talent Finder Jobs Full time
Job Opportunity for a Paraplanner

About the Role

Talent Finder Jobs is seeking a skilled Paraplanner to join our team in Linlithgow. As a Paraplanner, you will play a crucial role in ensuring clients receive top-tier service.

Key Responsibilities

  • Handle daily correspondence and maintain client files
  • Process new business applications from start to finish
  • Obtain product information from providers and prepare illustrations
  • Draft and complete suitability reports
  • Maintain the new business pipeline and complete cash flow projections
  • Prepare for client annual review meetings

What We Offer

  • Competitive salary up to £30,000.00 per annum (DOE)
  • 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

Requirements

  • Excellent attention to detail
  • Good organisational and time management skills
  • A willingness to learn
  • Strong communication skills
  • The ability to work independently and as part of a team
  • Proficiency in Word, Excel, and PowerPoint
  • A strong drive to succeed and advance your career

Equal Opportunities Employer

Talent Finder Jobs is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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