Lusona Financial Services are working with a prestigious firm of chartered financial planners in Edinburgh who are looking for a paraplanner to join their existing team. This is an organisation with strong systems and processes, an established client base of HNW private clients that will generate interesting and varied cases, and a long-term plan to remain in private ownership for the years ahead.
As the paraplanner you will work closely with the financial planners to create tailored solutions for the clients. The practice performs financial advice in all areas of investment, pension and protection. You will produce a mixture of template driven and bespoke reports, while also performing research and taking part in quarterly investment meetings.
It is essential that you have experience working as a paraplanner in an IFA, wealth management or product provider setting. You must also be very near to achieving or ideally diploma qualified.
A salary of up to £40,000 has been budgeted for fully qualified individuals and around £32,000 for those nearing their diploma. The company will increase your salary as your experience and qualification levels grow. They also pay bonuses and provide full study support through to chartered level.
For further details please contact Chris Connelly via firstname.lastname@example.org or call the office on 01698 440 333.