job / paraplanner 5436

Paraplanner - Aberdeen

Financial Services
Ref: 5436 Date Posted: Thursday 10 Jun 2021
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Lusona Financial Services are working exclusively with a well respected local IFA in Stonehaven who offer advice to individuals, business owners, professionals and people that have retired or are panning for their retirement.

The company has an excellent reputation within the local area and receives lots of referrals from their existing clients.  They have a very low staff turnover as they reward their employees for their performance and support them through professional development.

As a Paraplanner you will be responsible for research, report writing, attending meetings with the adviser, analysing statistics, keeping up to date with changes in the industry, and have a strong knowledge of pensions, investments and protection products.

Our client is looking for someone who is currently working within an IFA practice as a Paraplanner, or a Senior Support Adviser who is keen to progress into the Paraplanner role and is working towards their level 4 diploma qualification. 

This is a full-time position with a basic salary of up to £35K plus benefits package.

For further information or to apply please contact Laura Randall via or call 07852 871 115.