Paraplanner

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Lusona Financial Services are recruiting for an experienced Level 4 Diploma qualified Paraplanner for an IFA practice in Edinburgh city centre.  This would be a hybrid role and our client is happy to consider someone on either a part-time or full-time basis.  This business focuses on investment management and inheritance tax planning and prides itself on the first-class service that it offers to every one of its clients.

This is a new opportunity due to growth within the business for an established paraplanner to join the company and bring something new to the business whilst training other members of the team.

As a paraplanner, you will be responsible for report writing, technical research, and pension research.  The company outsources its final salary pension cases. 

Suitable applicants will currently be working within an IFA practice where they provide a holistic approach.  

This role offers a basic salary of up to £50K along with an excellent benefits package including an annual salary review which has resulted in a pay rise for employees each year for the past 4 years.

For more information or to apply please contact Laura Randall at Lusona on 07852 871 115 or email laurar@lusona.co.uk

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