Lusona Financial Services are working exclusively with a firm of independent financial advisers based in Glasgow City Centre. They are recruiting for a trainee Paraplanner to join their team in Glasgow city centre. The business is a mix of both private and personal clients.
This is a fantastic opportunity for someone who is keen to progress into a Paraplanner position and is currently working towards their diploma with experience of working within an IFA environment
You will have experience in writing reports, suitability letters, and have some DB transfer experience. You will be responsible for managing client relationships both face to face and over the telephone, attending meetings with advisers to take notes, ensure that paperwork is complete and compliant, carry out research in preparation for client reviews, liaise with providers, updates clients on progress of their files.
A salary of up to £26K is on offer for this role.
For further information or to apply please send details to Laura Randall at Lusona - laurar@lusona or call the office on 01698 440333.
Laura Randall has over 10 years' experience working as a recruiter in the financial services market specialising in Paraplanner, Pensions Administration, Group Risk Administration, Technical Administration, Compliance, Office Manager and sales Support vacancies. If this position isn't right for you, but you work in a similar discipline, please contact Laura to discuss your own situation and career plans.