job / trainee paraplanner 3760
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Trainee Paraplanner - Edinburgh

Financial Services
Ref: 3760 Date Posted: Tuesday 18 Dec 2018
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Lusona Financial Services are looking to attract a Trainee Paraplanner to join a leading IFA who are looking to add more technical support to their office in Edinburgh.

The business can proudly boast of providing high standards of financial advice to both private and business clients and has robust systems and processes that have been in place for a number of years before RDR leaving them in a very strong position.

As a trainee paraplanner you will work alongside senior IFAs/Consultants assisting them to create bespoke financial planning solutions for their clients. Ideally you will be working in a sales support role within an IFA practice and be working towards your level four qualification, and it’s essential you have strong technical knowledge of investment, pension and protection products, processing new business, producing valuations, preparing for client meetings and a good knowledge of a variety of platforms.

Applications are welcome from sales support consultants that are ready for the step up to paraplanner level, or from those already working as paraplanners within an IFA or restricted financial planning business.

A salary of up to around £32,000 is on offer with additional benefits payable over and above.

For further information or to apply please send details to Laura Randall via