job / paraplanner east central scotland edinburgh 3381
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Paraplanner - Edinburgh

Financial Services - Financial Services
Ref: 3381 Date Posted: Tuesday 15 May 2018
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Lusona Financial Services are keen to find a paraplanner to join a prestigious wealth management business in Edinburgh.  The business has a strong track record of training, developing and promoting members of the team which has created a position following a recent promotion from paraplanning into financial advice.

As paraplanner you will work as part of a close-knit team where the independent financial advisers see the para-planners as an integral part of the firm, where they help and are encouraged to challenge the financial planners to create the best outcomes for their clients.

The organisation typically provide advice to HNW individuals, their families, charities, trusts and businesses across a broad range of issues from IHT planning (inheritance tax planning), CGT (capital gains tax), retirement planning and investment advice.

You will have exposure to pensions, investments and protection work and come from a background in an IFA (independent financial adviser), restricted financial advisor or financial planning business.

A salary of up to £45,000 will be paid dependent on experience and qualification level.

For further details please contact Laura Randall 01698 535878 or through laurar@lusona.co.uk