Lusona Financial Services are recruiting for a senior paraplanner to join a leading investment management company in Edinburgh. You will be part of a successful support team that works directly with investment managers and financial planners. The office is centrally located within walking distance to all main transport links.
This is an excellent opportunity to join a forward-thinking organisation that supports its employees with their career aspirations, provides full study support and promotes from within.
As a senior paraplanner, you will work with the advisers to assist in preparation for client meetings. You will prepare suitability letters and reports. You will be the first point of contact for client queries and when required attend client meetings with the adviser. You will also support junior members of the team.
Suitable candidates will have a minimum of 2 years paraplanning experience as a paraplanner within an IFA. You will hold your level 4 qualification and be prepared to continue your studies to achieve your chartered status.
A basic salary of up to £40K is on offer for this role along with a generous benefits package.
For further information or to apply please contact Laura Randall at Lusona on 01698 440333 or email email@example.com