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- Tasks: Support financial advisors and manage client communications in a dynamic role.
- Company: Join a leading financial services firm known for exceptional client-focused solutions.
- Benefits: Enjoy 25 days holiday, quarterly bonuses, and a 5% pension contribution.
- Why this job: Advance your career with structured training and opportunities for progression.
- Qualifications: Minimum 2 years experience as a Paraplanner and proficiency in Microsoft Office.
- Other info: Embrace a diverse and inclusive workplace culture.
The predicted salary is between 24000 - 33600 £ per year.
Dont miss this exciting career opportunity for an Experienced Paraplanner in Linlithgow! To be considered for an interview, please make sure your application is full in line with the job specs as found below. Hours: 40 hours per week Salary: Competitive, up to £30,000.00 – £40,000.00 per annum (DOE) Are you an experienced Paraplanner with a minimum of two years in the industry? 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 Partnershipone of the largest financial networks in the UKwhile maintaining a distinctive approach to personalised, client-centred service. As an Experienced 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: Minimum of 2 years experience in a Paraplanner or similar role 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. JBRP1_UKTJ
Talent Finder | Paraplanner | linlithgow employer: Talent Finder
Contact Detail:
Talent Finder Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Talent Finder | Paraplanner | linlithgow
✨Tip Number 1
Make sure to familiarize yourself with the specific financial services offered by the company. Understanding their client-focused approach will help you demonstrate your alignment with their values during the interview.
✨Tip Number 2
Highlight your experience in managing complex client cases. Be prepared to discuss specific examples of how you've successfully supported financial advisors in the past, as this will showcase your relevant skills.
✨Tip Number 3
Brush up on your Microsoft Office skills, especially Excel and PowerPoint. Being proficient in these tools is crucial for preparing financial illustrations and reports, so consider practicing or taking a quick online course if needed.
✨Tip Number 4
Demonstrate your passion for career advancement by researching potential professional qualifications related to paraplanning. Showing that you're proactive about your development can set you apart from other candidates.
We think you need these skills to ace Talent Finder | Paraplanner | linlithgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, focusing on the minimum two years required. Emphasize your attention to detail, organizational skills, and proficiency in Microsoft Office Suite.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the financial services industry. Mention specific examples of how you've managed client communications and supported financial advisors in previous roles.
Highlight Relevant Skills: In your application, clearly outline your strong organizational and time-management skills. Provide examples of how you've successfully handled complex client cases and contributed to team efficiency.
Proofread Your Application: Before submitting, carefully proofread your application to ensure there are no errors. A well-presented application reflects your attention to detail, which is crucial for the role.
How to prepare for a job interview at Talent Finder
✨Showcase Your Experience
Make sure to highlight your minimum of two years of experience as a Paraplanner. Be prepared to discuss specific cases you've managed and how your contributions have positively impacted client outcomes.
✨Demonstrate Attention to Detail
Since the role requires excellent attention to detail, prepare examples that showcase your accuracy in handling client data. You might want to mention any systems or processes you’ve implemented to ensure data integrity.
✨Highlight Organizational Skills
Discuss your organizational and time-management skills during the interview. Share strategies you use to manage multiple client cases effectively and how you prioritize tasks to meet deadlines.
✨Express Your Passion for Growth
Convey your enthusiasm for career advancement and continuous learning. Mention any professional qualifications you are pursuing or training programs you are interested in, as this aligns with the company's commitment to employee development.
