Lusona financial services are recruiting for a paraplanner for the financial services division of a chartered accountancy firm. The firm has an excellent reputation within Scotland and the financial services division is well established with a strong support team.
Due to internal promotion and increased business levels, they have a requirement for an experienced paraplanner. Ideally, you will have your level 4 qualification or be working towards this.
You will prepare all correspondence for clients including suitability letters, reports, and investment valuations and be responsible for carrying out technical research, preparing reports, researching investments, investment reviews and portfolio re-balancing.
Suitable applicants will currently be working within an IFA either as a paraplanner or senior sales support adviser. You will keep up to date on compliance procedures, be a team player, have good organisation and time management skills.
For further information or to apply, please contact Laura Randall at Lusona on 01698 535878 or email firstname.lastname@example.org