Lusona Financial Services have an opportunity for an experienced Paraplanner to join the Financial Services Division of an Accountancy Practice. The team is looking to add additional technical support to assist their Financial Advisers.
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.
A salary of up to £35K is available for this role.
For more information please contact Laura Randall at Lusona on 01698 535878 or email firstname.lastname@example.org