Lusona Financial Services are recruiting for an experienced paraplanner to join a leading investment management company in Edinburgh. You will be part of a successful support team that works directly with financial planners. The office is centrally located within walking distance to all main transport links.
This is an excellent opportunity to join a forward-thinking organisation that supports its employees with their career aspirations, provides full study support and promotes from within.
In this role you will produce suitability letters, draft reports, draft proposals, deal with client technical queries and liaise with both internal and external stakeholders. You will be the first point of contact for client queries and when required attend client meetings with the adviser.
Suitable candidates will have a minimum of 2 years experience as a paraplanner within an IFA and have their level 4 diploma qualification.
A basic salary of up to £35K 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 email@example.com