job / paraplanner 4657

Paraplanner - Edinburgh

Financial Services
Ref: 4657 Date Posted: Monday 19 Aug 2019
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Lusona Financial Services are working with a global accountancy firm to recruit an experienced paraplanner to work with financial advisers and their existing support team in their Edinburgh city centre office.

This firm is one of the largest accountancy practices in the UK and you will support the financial adviser who provides advice to both new and existing private clients.

As a paraplanner you will be responsible for writing reports, keeping up to date with industry changes and have a strong market awareness.  You will be able to communicate with clients in a concise manner, ensuring the correct compilation and completion of all new applicants and schemes are processed in line with regulatory standards.  You will work with the financial adviser to negotiate and agree on the terms of contracts with terms on behalf of the client.

You will hold your level 4 qualification and be keen to study towards your chartered status, with a strong technical background.  Defined benefits experience would also be advantageous for this role.

A basic salary of up to £40K is on offer for this role, along with a generous benefits package.

For further information or to apply, please contact Laura Randall at Lusona on 01698 440333 or email laurar@lusona.co.uk