Paraplanner Assistant
7 days 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- Manage daily correspondence and maintain accurate client files
- Process new business applications from start to finish, obtaining product information from providers and preparing illustrations
- Draft and complete suitability reports, maintaining the new business pipeline and completing cash flow projections
- Prepare for client annual review meetings and provide exceptional customer service
- 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.
-
Paraplanner Assistant
2 weeks ago
Linlithgow, West Lothian, United Kingdom Cameron Clarke Associates Full time{"title": "Paraplanner Role", "description": "Paraplanner RoleWe 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,...
-
Paraplanner Assistant
2 weeks ago
Linlithgow, West Lothian, United Kingdom Cameron Clarke Associates Full time{"title": "Paraplanner Role", "description": "Paraplanner RoleWe 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,...
-
Paraplanner Assistant
1 week ago
Linlithgow, West Lothian, United Kingdom Talent Finder Jobs Full timeParaplanner Opportunity in LinlithgowOur client, a leading financial services company, is seeking a skilled Paraplanner to join their team in Linlithgow. As a Paraplanner, you will play a crucial role in ensuring clients receive top-tier service and support.Key Responsibilities:Handling daily correspondence and maintaining client filesProcessing new business...
-
Paraplanner Assistant
1 week ago
Linlithgow, West Lothian, United Kingdom Talent Finder Jobs Full timeParaplanner Opportunity in LinlithgowOur client, a leading financial services company, is seeking a skilled Paraplanner to join their team in Linlithgow. As a Paraplanner, you will play a crucial role in ensuring clients receive top-tier service and support.Key Responsibilities:Handling daily correspondence and maintaining client filesProcessing new business...
-
Paraplanner Assistant
2 days ago
Linlithgow, West Lothian, United Kingdom Cameron Clarke Associates Full timeParaplanner Opportunity in LinlithgowWe are seeking a skilled Paraplanner to join our team at Cameron Clarke Associates in Linlithgow. 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:Handling daily correspondence and maintaining client...
-
Paraplanner Assistant
5 days ago
Linlithgow, West Lothian, United Kingdom Cameron Clarke Associates Full timeParaplanner OpportunityWe 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 ResponsibilitiesHandle daily correspondence and maintain client filesProcess new...
-
Paraplanner Assistant
5 days ago
Linlithgow, West Lothian, United Kingdom Cameron Clarke Associates Full timeParaplanner OpportunityWe 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 ResponsibilitiesHandle daily correspondence and maintain client filesProcess new...
-
Paraplanner Assistant
2 days ago
Linlithgow, West Lothian, United Kingdom Cameron Clarke Associates Full timeParaplanner Opportunity in LinlithgowWe are seeking a skilled Paraplanner to join our team at Cameron Clarke Associates in Linlithgow. 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:Handling daily correspondence and maintaining client...
-
Paraplanner Assistant
1 week ago
Linlithgow, West Lothian, United Kingdom Talent Finder Jobs Full timeJob Opportunity for a ParaplannerAbout the RoleTalent Finder Jobs is seeking a skilled Paraplanner to join our team in Linlithgow. As a Paraplanner, you will play a crucial role in ensuring clients receive top-tier service.Key ResponsibilitiesHandle daily correspondence and maintain client filesProcess new business applications from start to finishObtain...
-
Paraplanner Assistant
2 weeks ago
Linlithgow, West Lothian, United Kingdom Talent Finder Jobs Full timeJob Opportunity for a ParaplannerAbout the RoleTalent Finder Jobs is seeking a skilled Paraplanner to join our team in Linlithgow. As a Paraplanner, you will play a crucial role in ensuring clients receive top-tier service.Key ResponsibilitiesHandle daily correspondence and maintain client filesProcess new business applications from start to finishObtain...
-
Paraplanner Professional
2 weeks ago
Linlithgow, West Lothian, United Kingdom Talent Finder Jobs Full time £30,000Career Opportunity for a Paraplanner in Linlithgow **About the Role** We are seeking a skilled Paraplanner to join our team at Talent Finder Jobs. As a Paraplanner, you will play a crucial role in providing personalized financial solutions for our clients. **Key Responsibilities** * Preparing illustrations and reports for client annual review meetings *...
-
Paraplanner Professional
2 weeks ago
Linlithgow, West Lothian, United Kingdom Talent Finder Jobs Full time £30,000Career Opportunity for a Paraplanner in Linlithgow **About the Role** We are seeking a skilled Paraplanner to join our team at Talent Finder Jobs. As a Paraplanner, you will play a crucial role in providing personalized financial solutions for our clients. **Key Responsibilities** * Preparing illustrations and reports for client annual review meetings *...
-
Paraplanner Professional
2 weeks ago
Linlithgow, West Lothian, United Kingdom Talent Finder Jobs Full time £30,000Career Advancement Opportunity **About the Role** We are seeking a skilled Paraplanner to join our team at Talent Finder Jobs. As a Paraplanner, you will play a crucial role in providing personalized financial solutions for our clients. **Key Responsibilities** * Preparing illustrations and reports to support client meetings * Assisting in the...
-
Paraplanner Professional
2 weeks ago
Linlithgow, West Lothian, United Kingdom Talent Finder Jobs Full time £30,000Career Advancement Opportunity **About the Role** We are seeking a skilled Paraplanner to join our team at Talent Finder Jobs. As a Paraplanner, you will play a crucial role in providing personalized financial solutions for our clients. **Key Responsibilities** * Preparing illustrations and reports to support client meetings * Assisting in the...
-
Paraplanner Professional
2 weeks ago
Linlithgow, West Lothian, United Kingdom Talent Finder Jobs Full time £30,000Career Advancement Opportunity **About the Role** We are seeking a skilled Paraplanner to join our team at Talent Finder Jobs. As a Paraplanner, you will play a crucial role in providing personalized financial solutions for our clients. **Key Responsibilities** * Preparing illustrations and reports to support client meetings * Assisting in the...
-
Paraplanner Professional
2 weeks ago
Linlithgow, West Lothian, United Kingdom Talent Finder Jobs Full time £30,000Career Advancement Opportunity **About the Role** We are seeking a skilled Paraplanner to join our team at Talent Finder Jobs. As a Paraplanner, you will play a crucial role in providing personalized financial solutions for our clients. **Key Responsibilities** * Preparing illustrations and reports to support client meetings * Assisting in the...
