job / paraplanner 5387

Paraplanner - Edinburgh

Financial Services
Ref: 5387 Date Posted: Tuesday 15 Jun 2021
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Lusona Financial Services are recruiting for an experienced paraplanner to join a leading financial services organisation that deals predominantly with high net worth clients. Their modern offices are situated in the centre of Edinburgh within walking distance from all main public transport routes.

As a paraplanner, you will hold your level 4 qualification and have a minimum of 2 years experience in this role.  You will assist the adviser in preparing for client meetings, carrying out research, drafting recommendation letters, reports, post-review letters, and providing support to financial advisers.  You work within the paraplanning team where you will support 3 advisers - working on investment, pension, protection, and retirement cases - managing your own workflow.

Our client encourages career development and offers support through professional qualifications along with a fantastic benefits package.  They have budgeted a salary of up to £40K for this role along with an annual bonus and an excellent benefits package.

For further information or to apply please contact Laura Randall at Lusona on 07852 871 115 or email