Lusona Financial Services are looking to attract a paraplanner to join a leading Chartered IFA who are looking to add more technical support to their office in Edinburgh.
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 paraplanner you will work alongside senior IFAs/Consultants assisting them to create bespoke financial planning solutions for their clients. Ideally you will have or be working towards 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 from experienced paraplanners who are currently working within an IFA or restricted financial planning business.
A salary of up to around £40,000 is on offer with additional benefits payable over and above.
For further information or to apply online or get in touch with Laura Randall at Lusona on 01698 440333 or email firstname.lastname@example.org