Career-Driven Paraplanner

1 week ago


Linlithgow, West Lothian, United Kingdom Cameron Clarke Associates Full time

Job Title: Experienced Paraplanner


Cameron Clarke Associates is seeking a highly skilled and experienced Paraplanner to join their team in a challenging and rewarding role.


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



Requirements:



  • Minimum of 2 years' experience in a Paraplanner or similar role
  • Excellent attention to detail and accuracy in handling client data
  • Strong organisational and time-management skills
  • Ability to work effectively both independently and as part of a team
  • Proficiency in Microsoft Office Suite, especially Word, Excel, and PowerPoint
  • A passion for career advancement and a drive to exceed expectations

What We Offer:



  • 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


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