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Don't miss this exciting career opportunity for a Trainee Paraplanner in Linlithgow!
Hours: 40 hours per week
Salary: Competitive, up to £25,000.00 - £40,000.00 per annum (DOE)
This is a fantastic opportunity to advance your career with a leading financial services firm based in Linlithgow, known for its commitment to delivering exceptional client-focused financial solutions. This company operates independently within the prestigious Openwork Partnership—one of the largest financial networks in the UK—while maintaining a distinctive approach to personalised, client-centred service.
As a Trainee Paraplanner, you will play a vital role in the day-to-day operations, supporting financial advisors to deliver top-notch service to clients. Your strong organisational skills, eye for detail, and proactive approach will be essential as you manage complex client cases and contribute to the growth and efficiency of the team.
The ideal candidate will have:
- 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
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
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.
