TRAINEE PARAPLANNER

Job Description

Salary: Competitive

Trainee Paraplanner | Linlithgow | 40 hours per week | Competitive salary, depending on experience, up to £30,000.00 per annum Welcome to Throp Financial Planning, an innovative force in financial services and proudly Appointed Representative of the esteemed Openwork Partnership—one of the largest financial service networks in the UK. As part of The Openwork Partnership, Throp Financial Planning operates independently under our unique ethos. We're not just financial practitioners; we're the architects of personalised financial solutions, catering to both personal and business needs. Join our dynamic team as a Trainee Paraplanner, contributing to the smooth operation of our business and ensuring our clients experience top-tier service. As the right person for the job, you'll bring attention to detail, organisational finesse, a thirst for knowledge, and a strong work ethic. Are you the right person for the job? Excellent attention to detail Good organisational and time management skills  Willingness to learn   Good communication skills  Ability to work on own initiative and also as part of a team  Competent in using relevant packages including, Word, Excel & PowerPoint  A strong drive to succeed and further your career  Strong work ethic What will your role look like? Dealing with daily correspondence Maintaining and updating client files Processing new business applications from cradle to grave Obtaining product information from providers Preparing illustrations Drafting and completion of suitability reports Maintain 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 payable after successful completion of the 6-month probation period 5% employer contribution to workplace pension Life insurance policy provided after 12 months Income protection policy provided after 12 months The opportunity to progress into areas of the business which align with your strengths Support is available to complete Professional Qualifications Structured training in key business areas Free parking What’s next? It’s easy! Click “APPLY” now! We can’t wait to hear from you! Your data will be handled in line with GDPR

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