Paraplanner

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Lusona Financial Services are looking to attract an experienced paraplanner to join a multi-award winning Chartered IFA to be part of their experienced support team based in their Edinburgh office on a hybrid working basis.

As a paraplanner, you will work alongside Chartered Financial Advisers and assist them to create bespoke financial planning solutions for their clients.  It is essential that you have a strong technical knowledge of investment, protection, and pensions and knowledge of taxation of these products. You will be responsible for producing reports, therefore, you must be able to interpret client's financial situations, and be experienced in using WRAP platforms and Cashflow modelling software.  

You will have your level 4 qualification and be ready to start your journey towards Chartered status which our client will be happy to support you with.  They have an excellent reputation for supporting their staff with their career development and internal promotion.

Applications are welcome from experienced paraplanners who are currently working within an IFA or restricted financial planning business.  A basic salary of up to £45K is on offer for this role along with a generous benefits package.

For further information or to apply online or get in touch with Laura Randall at Lusona on 07852 871115 or email laurar@lusona.co.uk

Permanent
16 May 2022
Financial Services
Paraplanner (Private Client)
0141 530 4333