job / paraplanner 5134

Paraplanner - Glasgow

Financial Services
Ref: 5134 Date Posted: Monday 26 Oct 2020
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Lusona Financial Services are recruiting for an experienced Paraplanner to join a leading Chartered IFA in Glasgow city centre that provides financial advice to both corporate and private clients.

This Chartered firm has an excellent reputation for supporting their staff with career development and study support including a salary review for each exam passed. 

You will work within a team of experienced paraplanners to support the companies financial advisers and mortgage advisers.  This is a good opportunity to join a company that has extremely low staff turnover. 

As a paraplanner, you will be responsible for preparing and maintaining client files, preparing recommendations, implementing recommendations, and reviewing clients files.  

You will currently be working as a paraplanner with a minimum of Level 4 Diploma qualification and be willing to study towards your Advanced Diploma.

A competitive basic salary is on offer for this role along with a generous benefits package which includes GPP, pension, DIS and critical illness cover.

For further information or to apply please email Laura Randall at Lusona on 07852 871115 or email laurar@lusona.co.uk