Trainee Paraplanner

Don’t miss this exciting career opportunity for a Trainee Paraplanner in Linlithgow

Hours: 40 hours per week

Salary: Competitive, up to £30,000.00 per annum (DOE)

Our client is an innovative leader in financial services and a proud Appointed Representative of the prestigious Openwork Partnership—one of the UK's largest financial service networks.

They operate independently under their unique ethos, not just as financial practitioners, but as architects of personalized financial solutions for both personal and business needs.

Your role will be crucial to the smooth operation of the business, ensuring clients receive top-tier service. You will have attention to detail, organisational finesse, a thirst for knowledge, and a strong work ethic.

Do you have structured career history and a drive to further your career?  Then this is the role for you.

The ideal candidate will have:

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

Key Responsibilities

• Handling daily correspondence
• Maintaining and updating client files
• Processing new business applications from start to finish
• Obtaining product information from providers
• Preparing illustrations
• Drafting and completing suitability reports
• Maintaining the new business pipeline
• Completing cash flow projections
• Preparing for client annual review meetings

What can you expect in return?

• 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

Ready to take the next step in your career? Click “APPLY” now

Your data will be handled in line with GDPR.

Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees.