job / paraplanner 5304

Paraplanner - Edinburgh

Financial Services
Ref: 5304 Date Posted: Tuesday 21 Sep 2021
LinkedIn ShareShare

Lusona Financial Services are looking to attract a Paraplanner to join a leading IFA who are looking to add more technical support to their office in Edinburgh.

The business can proudly boast of providing high standards of financial advice to both private and business clients and has robust systems and processes that have been in place for a number of years before RDR leaving them in a very strong position.

As a paraplanner, you will work alongside senior IFAs/Consultants assisting them to create bespoke financial planning solutions for their clients. Ideally, you will have or be working towards your level four qualifications, and it’s essential you have strong technical knowledge of investment, pension, and protection products and experience performing research, and writing suitability reports.

Applications are welcome from senior sales support consultants that have their level 4 diploma, or from those already working as paraplanners within an IFA or restricted financial planning business.

A generous basic salary is on offer with additional benefits payable over and above.

For further information or to apply please send details to Laura Randall via laurar@lusona.co.uk.