job / paraplanner 5637

Paraplanner - Glasgow

Financial Services
Ref: 5637 Date Posted: Thursday 14 Oct 2021
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Lusona Financial Services have a fantastic opportunity for an experienced Paraplanner to join a regional Chartered IFA based in Glasgow.  The team is made up of Private Independent Financial Advisers and is looking for someone to join them that is currently working within an IFA as a Paraplanner.

Responsibilities will include researching products and making a recommendation to the adviser in line with the client's requirements. You will identify key information for cashflow forecasting, undertaking research, and preparing reports.   Working directly with the advisers and support team, you will ensure a first-class service is provided to clients.

This is an excellent opportunity to join a forward-thinking company that is looking for someone who is driven and adaptable to change.  The basic salary for this role is negotiable depending on experience with a fantastic benefits package including pension and study support. 

For more information on this role please contact Laura Randall at Lusona on 07852 871 115 or email laurar@lusona.co.uk