job / paraplanner 5327

Paraplanner - Dundee

Financial Services
Ref: 5327 Date Posted: Tuesday 27 Jul 2021
LinkedIn ShareShare

Lusona Financial Services are working with a well-respected IFA in Dundee to recruit an experienced paraplanner to work with the financial advisers and sales support staff. 

The client has an excellent reputation in the local area and has strong relationships with a variety of introducers.  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 £40K along with an excellent benefits package.

For further information please contact Laura Randall at Lusona via laurar@lusona.co.uk or call 07852 871 115.