Trainee Paraplanner

Type: Trainee
Region: London

Don’t miss this exciting career opportunity for a 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