Experienced Financial Advisor Wanted

4 weeks ago


Linlithgow, West Lothian, United Kingdom Talent Finder Full time

About the Job

We 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 progression.

The ideal candidate will have a minimum of two years' experience as a Paraplanner, excellent communication and interpersonal skills, and the ability to work under pressure and meet deadlines.

Salary and Benefits

A generous annual salary of up to £40,000.00 per annum, ongoing training and professional development opportunities, and a dynamic and supportive work environment.

Key Requirements:

  • A minimum of two years' experience as a Paraplanner.
  • Excellent communication and interpersonal skills.
  • The ability to work under pressure and meet deadlines.


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