job / paraplanner west central scotland glasgow 3761
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Paraplanner - Glasgow

Financial Services
Ref: 3761 Date Posted: Thursday 10 May 2018
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Lusona Financial Services are recruiting on behalf of a National IFA for a Paraplanner to work with their Glasgow based Financial Adviser.  This is a fantastic opportunity for the right individual to further their career in Financial Services and expand on their existing knowledge and skill set.

You will be responsible for research and report writing, liaising with the adviser, clients and product providers, undertake research, prepare suitability reports and recommendations, update client records,update back office systems, complete client paperwork - ensuring all files are up to date and all compliance paperwork is completed.

If you are an experienced Paraplanner that is looking for an opportunity to join a client that is growing their business and will support you to become a Financial Adviser ,and would like to hear more about this opportunity then please contact Laura Randall at Lusona on 01698 535878 or email laurar@lusona.co.uk