Astral Recruitment
Paraplanner (1)
Job Description:
Paraplanner
Location: Linlithgow
Salary: 24k-32k dependant on experience
Vincent John Throp is a financial planning consultancy with over two decades’ experience in financial planning and wealth management.
We have been working with clients throughout the UK since 1996 and put our success down to our attention to building lasting relationships, as well as our financial planning acumen.
Our approach is thorough and professional. We listen to you in detail and tailor our advice around your unique needs, looking beyond your money to gain insight into your life goals. That way, you can be confident your decisions are both financially prudent and personally meaningful
The candidate will be responsible for the following:
- Corresponding with policy providers on behalf of the client
- Corresponding and liaising with new and existing clients
- Submitting any new business on behalf of the client
- Developing new processes through a continuous improvement mindset
- Assisting the Financial Advisor with file preparation and analysis
- Coordination of company compliance, keeping up-to-date records
- Develop new marketing strategies to open new markets and business opportunities
- Preparation for client meetings
- Product and funds research for client investments and pension portfolio.
Who are we looking for?
The successful candidate will be an experienced Administrator / Paraplanner with significant knowledge of financial services. Additionally, you will have:
- A level educated min
- Proven experience within Financial Services, ideally in a similar role
- Experience within a Paraplanner role is an advantage
- Experience with relevant finance IT platforms & Microsoft office
- Numerate with high level of literacy.