Lusona Financial Services are keen to speak to paraplanners with experience in investment, pension, and protection. You will be joining a well-established firm of chartered financial planners and will provide support to their financial advice team.
The business is a close-knit, cash-rich business that has a strong succession plan which will see it remain in private ownership in the years ahead. This should offer a long-term home for someone that is looking for a stable environment in which to work with the opportunity to develop.
Your position will involve a broad range of duties including preparing all correspondence for clients including suitability letters, reports, investment valuations. You will be responsible for carrying out technical research, investment reviews , and portfolio re-balancing. You’ll work closely with financial advisers and the sales support team.
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 essential that you have your level 4 qualification and be prepared to study towards chartered status.
A salary of up to £38,000 is available for this role along with excellent benefits and bonus package.
For further details please contact Laura Randall via firstname.lastname@example.org or call the office on 01698 440 333.