job / paraplanner 3994

Paraplanner - Edinburgh

Financial Services
Ref: 3994 Date Posted: Monday 20 Jan 2020
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Lusona Financial Services are recruiting for an experienced Level 4 Diploma qualified Paraplanner for an IFA practice in Edinburgh city centre.  This business focuses on investment management and inheritance tax planning and prides itself on the first class service that it offers to every one of their clients.

This is a new opportunity due to growth within the business for an established paraplanner to join the company and bring something new to the business whilst training other members of the team.

As a paraplanner you will be responsible for report writing, technical research, and pension research.  The company outsources their final salary pension cases. 

Suitable applicants will currently be working within an IFA practice where they provide a holistic approach.  Applications are welcome from both full or part-time paraplanners.

This role offers a basic salary of up to £55K along with an excellent benefits package including annual salary review which has resulted in a pay rise for employees each year for the past 3 years.

For more information or to apply please contact Laura Randall at Lusona on 01698 535878 or email