Trainee Paraplanner

Our client is a well established Wealth Management Advisory firm. They help people overcome their financial challenges and explore their opportunities through the provision of holistic and personal tax efficient advice.

They now have an opportunity for a trainee paraplanner to join their Livingston office to provide a professional service that will support the Advisers, the Adviser Support team and their clients.

Full training provided.

In joining the team you will help to drive the business's continued growth.

**Job Role**
- Working as part of a team to support the Financial Planners.

**Key Responsibilities**
- Drafting new business suitability reports
- Conducting critical yield calculations and tax calculations
- Assisting with new business processing
- Liaising with the financial planners and other financial planning administrators
- Ensure client information on internal systems is maintained and up to date in order to meet general compliance standards
- Ensure that all compliance paperwork is present and in order

**About You and Your Key Skills**
- Financial services experience essential to include a robust understanding of personal pensions, SIPP, Retirement income options, ISAS and GIA's
- Experience within a similar role, desirable
- Excellent attention to detail, good organisational and time management skills
- Good communication skills both face to face and over the phone
- An ability to work under own initiative and as a team player

**Salary Package**
- Dependent on Experience, up to £27,000 p.a.
- Workplace Pension