Financial Services Assistant

4 weeks ago


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

Role Overview

Cameron 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 Responsibilities

  • Handling daily correspondence and maintaining client files
  • Processing new business applications from start to finish, including obtaining product information from providers and preparing illustrations
  • Drafting and completing suitability reports, as well as maintaining the new business pipeline
  • Completing cash flow projections and preparing for client annual review meetings

Requirements

  • Excellent attention to detail and good organisational and time management skills
  • A willingness to learn and strong communication skills
  • The ability to work independently and as part of a team, with proficiency in Word, Excel, and PowerPoint
  • A strong drive to succeed and advance your career

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

About Us

Cameron Clarke Associates is an innovative leader in financial services and a proud Appointed Representative of the prestigious Openwork Partnership. We operate independently under our unique ethos, not just as financial practitioners, but as architects of personalized financial solutions for both personal and business needs.



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