Trainee Paraplanner

Don’t miss this exciting career opportunity for a Paraplanner in Linlithgow!Hours: 40 hours per weekSalary: 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 detailGood organisational and time management skillsA willingness to learnStrong communication skillsThe ability to work independently and as part of a teamProficiency in Word, Excel, and PowerPointA strong drive to succeed and advance your careerKey ResponsibilitiesHandling daily correspondenceMaintaining and updating client filesProcessing new business applications from start to finishObtaining product information from providersPreparing illustrationsDrafting and completing suitability reportsMaintaining the new business pipelineCompleting cash flow projectionsPreparing for client annual review meetingsWhat can you expect in return?25 days holiday per year plus English bank holidays£1,000 to cover travelling expensesQuarterly bonus after successful completion of the 6-month probation period5% employer contribution to workplace pensionOpportunities for career progression into training or supervisory rolesSupport to complete Professional QualificationsStructured training in key business areasFree parkingReady 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.