Financial Services Coordinator
4 weeks ago
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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