job / client support 5127

Client Support - Edinburgh

Financial Services
Ref: 5127 Date Posted: Tuesday 12 Oct 2021
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Lusona Financial Services are looking for an experienced financial planning support administrator, to join a modern, forward-looking financial advice business in Edinburgh. They are financially strong and would be a good home for candidates that are looking for a long-term move. The company operates from well-maintained offices that benefit from good transport links.

You will join an established team that work well together, operating free from office politics and in an adult environment. The employer has worked hard to create a good atmosphere in the office by attracting a friendly, dedicated team.

This should be an interesting role that will offer a broad variety of tasks including processing new business, administering existing cases, performing valuations, liaising with internal and external stakeholders, and carrying out basic compliance checks.  You will work closely with the paraplanners, financial advisers and company directors, helping with all aspects of their day to day work.

In return for your hard work, you’ll be offered an excellent salary of £24,000 to £26,500, coupled with a generous benefits package and bonus payments. Once you are established in the role, the company will also pay for your professional exams and provide training towards becoming a paraplanner, assuming this is in line with your career aspirations.


For further details, please contact Laura Randall at Lusona via or call 01698 535878.