Lusona Financial Services have an exciting opportunity for a senior support/paraplanner to join a specialist IFA in their Glasgow city centre office. This client offers advice to both private and corporate clients.
The business model of the company is based on one senior support adviser/paraplanner working directly with the IFA where you will be responsible for producing suitability reports, illustrations, processing new business applications and renewals. Ideally you will have experience in using Intelligent Office and a variety of platforms.
This is an ideal opportunity for a career minded individual who is keen to learn and study towards their FS Level 4 qualification as the company encourages this and supports their employees through their exams. There will be career progression prospects and the opportunity for promotion within this role.
The company offers a competitive basic salary with an excellent benefits package including death in service, private healthcare, and pension.