IFA Administrator/Paraplanner Full-time Job

What calibre of person do you want to be? What success do you want in your career? If you’re reading this job advert - these questions will already be on your mind. At Recruit UK, we are working with an excellent Financial Planning firm who are seeking an experienced and ambitious individual to join their small and friendly team in Linlithgow. They have taken a bespoke approach for the last 30 years, going from success to success. You will play a key part in supporting the advisory team to give specialist financial planning, pension and wealth management advice to their clients. Key functions of the role will involve: - Dealing with daily correspondence - Maintaining and updating client files - Processing new business applications from cradle to grave - Obtain product information - Prepare illustrations - Complete suitability reports - Maintain New Business pipeline To succeed you will need: This role is a perfect opportunity to join a small firm and make a big impact. A strong drive to succeed and further your career. A fast-paced environment for someone who has a strong work ethic. This role is a hybrid of IFA administrator / Paraplanner. Benefits: - 25 days holiday (+ bank holidays) - Quarterly bonus - Competitive salary - Thorough training - No ceiling - Free Parking Location: Linlithgow Salary: from £25k upwards (dependent on experience and highly negotiable) REF: 16105