job / paraplanner 5511

Paraplanner - Aberdeen

Financial Services
Ref: 5511 Date Posted: Tuesday 21 Sep 2021
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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 Aberdeen.

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 your level four qualifications, and it’s essential you have strong technical knowledge of investment, pension, and protection products and experience performing research, and in writing suitability reports.

Applications are welcome experienced paraplanners that would like to have an opportunity to join a successful firm that will offer progression into the adviser position.

A basic salary of up to around £40K is on offer for this role along with a generous benefits package.

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