job / paraplanner east central scotland edinburgh 4143

Paraplanner - Edinburgh

Financial Services
Ref: 4143 Date Posted: Tuesday 13 Nov 2018
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Lusona Financial Services are looking for a level 4 qualified paraplanner to join a close-knit team of chartered financial advisers and paraplanners in Edinburgh.  You will be working from lovely high spec offices with good transport links and will be joining a business that continues to enjoy a sustained period of steady growth.

 

This is an important position within the team as you will be responsible for a broad range of duties including:

  • Supporting the Managing Director and the rest of the team carrying out high quality research on a full range of financial planning products and services, and adhering to the firm’s processes and compliance framework;
  • Draft financial planning reports and letters on specific planning areas, providing recommendations based on our knowledge of the client;
  • Draft and co-ordinate technical documents and research for client presentation;
  • Work closely with financial advisers to ensure individual cases are completed accurately and in a timely manner, in accordance with clients’ stated needs, goals and objectives;
  • Participate in development activities for Paraplanners;
  • Support financial advisers for any required technical client work (investigative);
  • Assist with guidance on technical aspects of administration pre and post business submission;
  • Identify any missed sales opportunities on cases undertaken.

 

With this being viewed as a key appointment they have budgeted a salary of up to £45,000 basic plus an excellent benefits package.