இங்கு போஸ்ட் செய்யப்பட்டுள்ளது: பணம் அதில் ஸ்காலாந்ட் | Posted: |
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