Lusona Financial Services are keen to speak to experienced sales support advisers in Edinburgh to join an established team of chartered planners.
Your position will involve a broad range of duties including processing new business, processing renewals, preparing client files for review, liaising with internal and external stakeholders, and gathering information. You’ll work closely with paraplanners and financial advisers support their case load. This will also give you broad exposure to the full financial advice process which could give scope for you to progress into a paraplanning role in the years ahead.
You will need to be able to demonstrate having provided support to financial advisers and will ideally have worked in an IFA practice, wealth management or similar environment. It is not essential that you have industry qualifications, but study support will be provided if this is part of your development plan.
A salary of up to £28,000 will be offered to experienced individuals and there are additional company benefits payable beyond this.