Lusona Financial Services are working with the financial services division of a chartered accountancy practice in Dundee to recruit an experienced paraplanner to work with the financial advisers and sales support staff.
The client receives lots of referrals from the accountancy division and also has an excellent reputation in the local area. They offer study support and career progression for their employees.
You will be responsible for research and report writing, drafting suitability letters, collating information to produce illustrations, prepare client files for meetings, ensuring files are up to date, and preparing for client meetings.
Ideally, you will be working within an IFA practice in a similar role and hold your Level 4 Diploma or be keen to study towards this.
This role offers a basic salary of up to £30K along with an excellent benefits package.
For further information please contact Laura Randall at Lusona via email@example.com or call the office on 01698 440333.