Financial Services Coordinator

4 weeks ago


Linlithgow, West Lothian, United Kingdom Talent Finder Full time
Job Opportunity

Talent 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 delivering personalised, client-focused solutions. The ideal candidate will have strong organisational skills, attention to detail, and the ability to work effectively both independently and as part of a team.

Key Responsibilities:

  • Managing client communications and daily correspondence
  • Keeping client files meticulously updated and organised
  • Processing new business applications from initiation to completion
  • Gathering product information from providers
  • Preparing financial illustrations and drafting suitability reports
  • Maintaining the new business pipeline and preparing for client review meetings
  • Conducting cash flow projections and preparing materials for client annual reviews

What can you expect?

  • Competitive salary up to £40,000 per annum (dependent on experience)
  • 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

The company celebrates diversity and is committed to creating an inclusive environment for all employees.



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