Paraplanner Assistant

2 weeks ago

Linlithgow, West Lothian, United Kingdom Cameron Clarke Associates Full time
{"title": "Paraplanner Role", "description": "Paraplanner Role

We are seeking a skilled Paraplanner to join our team at Cameron Clarke Associates. As a Paraplanner, you will play a crucial role in ensuring the smooth operation of our business, providing top-tier service to our clients.

Your key responsibilities will include handling daily correspondence, maintaining and updating client files, processing new business applications, and preparing illustrations and suitability reports.

In return, you can expect a competitive salary, 25 days holiday per year, and opportunities for career progression into training or supervisory roles.

We are committed to creating an inclusive environment for all employees and celebrate diversity.

Key Responsibilities:
  • Handling daily correspondence
  • Maintaining and updating client files
  • Processing new business applications from start to finish
  • Obtaining product information from providers
  • Preparing illustrations
  • Drafting and completing suitability reports
  • Maintaining the new business pipeline
  • Completing cash flow projections
  • Preparing for client annual review meetings
What We Offer:
  • Competitive salary
  • 25 days holiday per year
  • Opportunities for career progression
  • Support to complete Professional Qualifications
  • Structured training in key business areas
  • Free parking
", "lang_code": "en-US"}

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