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| Job Location | West Lothian |
| Education | Not Mentioned |
| Salary | 25,000 - 28,000 per annum, negotiable |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
Do you have industry experience within Financial PlanningPerhaps youve been wanting an opportunity where you can step into ParaplanningAt Recruit UK, we are seeking a high-quality administrator to join an excellent Financial Planning firm is seeking an experienced and ambitious individual to join their small and friendly team in Linlithgow. They have taken a bespoke approach for the last30 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.This role is a perfect opportunity to join a small firm and make a big impact.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 pipelineTo succeed you will need:- A strong drive to succeed and further your career.- A fast-paced environment for someone who has a strong work ethic.- Demonstrable knowledge and awareness of Financial PlanningBenefits:- 25 days holiday (+ bank holidays)- Quarterly bonus based on performance- Competitive salary- Thorough training (with professional qualification support)- No ceiling- Free ParkingLocation: West LothianSalary: from £25k upwards (dependent on experience and highly negotiable)REF: 16105