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Trainee Paraplanner

Eden Scott
Pay: £22000 - £28000 per annum + Pension and study support
Location: Livingston Livingston United Kingdom
Category: Entry Level
Available from: Immediately
Finishes on: Ongoing Position
Type of work: Full Time, Indoor , Daytime Work
Job reference: E05018571
Adventure 2022-03-28 2022-07-07

Job Description

My client, a thriving Independent Advisory firm based just outside of Bathgate have a rare opportunity for an experienced IFA Administrator/trainee paraplanner to join their small team of professionals offering technical support to advisers in the team covering pension, investment and insurance products.This is the ideal role for an experienced IFA Administrator looking to progress their career and take on more technical aspects of the role where general tasks shall include; Processing new business applicationsNavigating various investment platformsProducing reports on behalf of advisersChasing up provider informationProviding a professional and friendly service to new and existing clientsTo be considered, applicants should have a minimum of 1 year experience within a financial planning firm where diploma status or progress toward this would be advantageous. Exposure to intelligent Office and various platforms desired where the successful candidate will be working out of the office full time.In return my client offer full training, study support and a pathway for career development.In additional you shall be offered a competitive basis, private medical insurance, onsite parking and bonus incentives. To note your interest or find out more, please click apply or alternative contact Kelly Strachan ON to discuss this opportunity further.

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