Lusona Financial Services are recruiting for a trainee paraplanner to join a leading investment management company in Edinburgh. You will be part of a successful support team that works directly with 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.
In this role, you will process new business and renewals, prepare client files for review, produce valuations and liaise with both internal and external stakeholders. You will be the first point of contact for client queries and when required attend client meetings with the adviser. Working with an experienced paraplanner you will be given training and support to produce suitability letters, draft reports, draft proposals, set up and maintain client files.
Suitable candidates will have a minimum of 2 years experience as a sales support adviser within an IFA be working towards their level 4 diploma, already having passed at least 3 exams.
A basic salary of up to £26K 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 firstname.lastname@example.org