Lusona Financial Services are looking for an experienced paraplanner to join a successful and highly regarded firm of chartered financial planners in Glasgow. They are growing as a practice having built a strong presence in Glasgow and Lanarkshire with many professional introducers such as solicitors and accountants.
You will work closely with a team of highly technical financial advisers that specialise in providing private client advice to high net worth individuals, so you will need knowledge in all types of financial advice including investment, pension and protection.
With the firm being in a strong financial position and enjoying a prolonged period of growth there is opportunity to develop your career further both within paraplanning, and with regular promotions for those interested in financial planning.
A salary of up to £40,000 is on offer with excellent staff benefits. Full study support will be provided but you will need to be nearing Level 4 or ideally diploma qualified, and further study will be supported to chartered or fellowship level via the CII.
You must have worked within an IFA (Independent Financial Advice), restricted financial adviser, product provider, life office or wealth management environment to be considered for the position.
For further details please contact Chris Connelly via email@example.com or call the office on 01698 440 333.