Paraplanner Career Advancement Opportunity
2 weeks ago
This Trainee Paraplanner role requires a strong attention to detail, accuracy in handling client data, and proficiency in Microsoft Office Suite, especially Word, Excel, and PowerPoint. You will be responsible for supporting financial advisors in delivering top-notch service to clients, preparing financial illustrations and drafting suitability reports, conducting cash flow projections, and preparing materials for client annual reviews.
The benefits package includes a competitive salary of ~£25,000 per annum, 25 days holiday per year plus English bank holidays, ~£1,000 to cover travelling expenses, quarterly bonuses 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, and free parking. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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Career Advancement Role
2 weeks ago
Linlithgow, West Lothian, United Kingdom Talent Finder Full timeJob Description SummaryThis role involves assisting senior Paraplanners with complex financial planning cases and developing relationships with clients to deliver outstanding customer service.
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Experienced Paraplanner
2 weeks ago
Linlithgow, West Lothian, United Kingdom Talent Finder Careers Full timeTalent Finder Careers is looking for an Experienced Paraplanner to support financial advisors in delivering top-notch service to clients. As a key member of the team, you will play a vital role in managing complex client cases and contributing to the growth and efficiency of the team.The successful candidate will possess:Minimum of 2 years experience in a...
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Paraplanner Position in Linlithgow
1 week ago
Linlithgow, West Lothian, United Kingdom Talent Finder Full timeLinlithgow-based Talent Finder is a respected name in the financial services sector, renowned for its commitment to excellence. We are currently seeking an Experienced Paraplanner to join our team and contribute to our ongoing success.Key Job Responsibilities:Providing expert paraplanning services to financial advisorsConducting comprehensive research and...
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Senior Paraplanner Position in Linlithgow
9 hours ago
Linlithgow, West Lothian, United Kingdom Talent Finder Full timeOpportunity OverviewTalent Finder is a renowned financial services firm offering a fulfilling career path for skilled professionals like yourself.Job ResponsibilitiesThis dynamic position calls for a seasoned Paraplanner to provide top-notch support to our clients in matters related to pensions.Key AccountabilitiesDemonstrate expertise in paraplanning to...
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Paraplanning Opportunity in Scotland
2 weeks ago
Linlithgow, West Lothian, United Kingdom Talent Finder Full timeWe are seeking a highly skilled and experienced individual to join our team as a Trainee Paraplanner in Linlithgow.This is a fantastic opportunity to develop your career in a leading financial services firm, with a competitive salary of up to £40,000.00 per annum (dependent on experience).Key responsibilities include:Developing and implementing financial...
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Paraplanning Professional
4 days ago
Linlithgow, West Lothian, United Kingdom Talent Finder Full timeAbout the RoleThis is an exciting opportunity for a motivated and detail-oriented individual to advance their career as a Trainee Paraplanner. You will be responsible for managing complex client cases, maintaining accurate records, and contributing to the growth and efficiency of the team.
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Executive Pensions Manager
9 hours ago
Linlithgow, West Lothian, United Kingdom Talent Finder Full timeCompany OverviewTalent Finder is a leading financial services firm based in the heart of Scotland, dedicated to providing exceptional career opportunities for experienced professionals.Job SummaryWe are seeking an experienced Paraplanner to join our team on a full-time basis. As an Executive Pensions Manager, you will play a key role in supporting our...
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Senior Financial Support Specialist
2 weeks ago
Linlithgow, West Lothian, United Kingdom Talent Finder Careers Full timeTalent Finder Careers seeks an Experienced Paraplanner to join their team in Linlithgow. This is a fantastic opportunity to advance your career with a leading financial services firm, known for its commitment to delivering exceptional client-focused financial solutions.The ideal candidate will have:Minimum of 2 years experience in a Paraplanner or similar...
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Financial Services Administrator
1 month ago
Linlithgow, West Lothian, United Kingdom Cameron Clarke Associates Full timeExperienced Paraplanner OpportunityCameron Clarke Associates is seeking a highly skilled and experienced Paraplanner to join our team in Linlithgow.Salary: Up to £40,000.00 per annum (DOE), dependent on experience.About the RoleWe are looking for a talented individual with a minimum of two years' experience in a similar role to support our financial...
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Lead Paraplanner Role in Linlithgow
1 week ago
Linlithgow, West Lothian, United Kingdom Talent Finder Full timeAbout the RoleWe are seeking an experienced Paraplanner to join our team at Talent Finder. This is an exciting opportunity to work in a dynamic environment and develop your skills in a leading financial services firm.The successful candidate will have a minimum of two years of experience in the industry and a strong understanding of financial services. They...
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Senior Pensions Specialist
1 week ago
Linlithgow, West Lothian, United Kingdom Talent Finder Full timeTalent Finder is seeking an Experienced Paraplanner to join its team based in Linlithgow. As a key member of the organization, you will be responsible for providing exceptional support to financial advisors and helping them navigate complex pension schemes.Key Responsibilities:Providing high-quality paraplanning services to financial advisorsConducting...
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Paraplanner Opportunities
2 weeks ago
Linlithgow, West Lothian, United Kingdom Talent Finder Full timeEstimated Salary PackageWe offer a competitive salary of up to £40,000.00 per annum, based on national averages and location.
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Financial Services Coordinator
2 weeks ago
Linlithgow, West Lothian, United Kingdom Talent Finder Full timeJob OpportunityTalent Finder is seeking a highly motivated Trainee Paraplanner to join its team in Linlithgow. As a Trainee Paraplanner, you will play a vital role in supporting financial advisors to deliver exceptional client service.This is an exciting opportunity to advance your career with a leading financial services firm known for its commitment to...
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Financial Operations Coordinator
2 weeks ago
Linlithgow, West Lothian, United Kingdom Talent Finder Careers Full timeTalent Finder Careers has an exciting opportunity for an Experienced Paraplanner to join their team in Linlithgow. As a skilled professional, you will be responsible for supporting financial advisors in delivering excellent client service and contributing to the growth and success of the company.The ideal candidate will have:Minimum of 2 years experience in...
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Senior Paraplanning Professional
4 weeks ago
Linlithgow, West Lothian, United Kingdom Talent Finder Full timeUnlock Your Potential as a Senior Paraplanning ProfessionalWe are seeking an experienced Paraplanner to join our team at Talent Finder, based in Linlithgow. As a key member of our financial services firm, you will play a vital role in delivering exceptional client-focused financial solutions.About the RoleThis is an exciting opportunity for a motivated and...
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Paralegal Career Opportunities
3 weeks ago
Linlithgow, West Lothian, United Kingdom Jobit Full timeAt Jobit, we are seeking a skilled Paralegal to join our Conveyancing team. This exciting opportunity offers a chance to thrive in a respected legal firm and make a meaningful contribution to the department's success.Key Responsibilities: Client communication and relationship building Effective case management and coordination Providing timely updates and...
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Experienced Financial Advisor Wanted
2 weeks ago
Linlithgow, West Lothian, United Kingdom Talent Finder Full timeAbout the JobWe are seeking a skilled Paraplanner to join our team at Talent Finder. The successful candidate will assist senior Paraplanners with complex financial planning cases, develop and maintain relationships with clients to deliver outstanding customer service, and liaise with solicitors, accountants and other professionals to ensure seamless case...
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Trainee Financial Advisor Role
2 weeks ago
Linlithgow, West Lothian, United Kingdom Talent Finder Full time £25,000 - £40,000Talent Finder - Your Career PartnerWe are excited to offer a unique opportunity for a Trainee Paraplanner to join our team at Talent Finder. As a leading financial services firm, we pride ourselves on delivering exceptional client-focused financial solutions, operating independently within the prestigious Openwork Partnership, and maintaining a distinctive...
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Financial Services Professional
2 weeks ago
Linlithgow, West Lothian, United Kingdom Talent Finder Full time £30,000 - £40,000Job Summary: We are seeking an Experienced Paraplanner to join our team at Talent Finder. As a key member of our operations, you will support financial advisors in delivering exceptional client-focused services. This is a fantastic opportunity to advance your career with a leading financial services firm based in Linlithgow.About the Role: The successful...
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Financial Services Professional
2 weeks ago
Linlithgow, West Lothian, United Kingdom Talent Finder Full time £25,000 - £40,000Company OverviewTalent Finder, a leading financial services firm, is committed to delivering exceptional client-focused financial solutions. Operating independently within the prestigious Openwork Partnership, one of the largest financial networks in the UK, we maintain a distinctive approach to personalised, client-centred service.Job DescriptionWe are...