job / trainee paraplanner 4656

Trainee Paraplanner - Glasgow

Financial Services
Ref: 4656 Date Posted: Tuesday 20 Aug 2019
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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 Glasgow.

The company has an excellent reputation for supporting their employees with their career development and offers paid study support.

As a trainee paraplanner you will work with the financial advisers and 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. It is essential that you have a 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 £27,000 is on offer with additional benefits payable over and above.