job / paraplanner 4189

Paraplanner - Edinburgh

Financial Services
Ref: 4189 Date Posted: Tuesday 03 Dec 2019
LinkedIn ShareShare

Lusona Financial Services are recruiting for an experienced paraplanner to join a leading financial services organisation that deals predominantly with high net worth clients. Their modern offices are situated in the centre of Edinburgh within walking distance from all main public transport routes.

As a paraplanner you will hold your level 4 qualification and have a minimum of 1 years experience in this role.  You will assist the adviser in preparing for client meetings, carrying out research, drafting recommendation letters, reports, post-review letters and providing support to financial advisers.  You work within the paraplanning team where you will support 3 advisers - working on investment, pension, protection and retirement cases - managing your own workflow.

Our client encourages career development and offers support through professional qualifications along with a fantastic benefits package.  They have budgeted a salary of up to £38K for this role.

For further information or to apply please contact Laura Randall at Lusona on 01698 440333 or email