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Linlithgow, West Lothian, United Kingdom Cameron Clarke Associates Full timeRole OverviewCameron Clarke Associates is seeking a highly motivated and detail-oriented individual to join their team as a Trainee Paraplanner. As a Trainee Paraplanner, you will play a crucial role in the smooth operation of the business, ensuring clients receive top-tier service.Key ResponsibilitiesHandling daily correspondence and maintaining client...
Paraplanner Assistant
2 months ago
We are seeking a highly organized and detail-oriented 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.
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
- 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
We are an equal opportunity employer, committed to creating an inclusive environment for all employees. If you have a structured career history and a drive to further your career, we encourage you to apply.
