Paraplanner

Posted 27 November by Lusona Consultancy (Group) Limited
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Lusona Financial Service is working with an award-winning chartered IFA to recruit an experienced paraplanner to work with their successful advice team in Aberdeen.

This is a forward-thinking company that looks after its employees and supports them in their career development by providing study support. They have an excellent reputation in the industry and deal with both private and corporate clients.

As a paraplanner you will be responsible for preparing reports and recommendations, working with the adviser and occasionally attending client meetings, updating client files and preparing any correspondence. Strong market awareness is essential as are excellent communication skills as you will be the first point of contact for any client queries.

Suitable applicants will currently be working within an IFA as a paraplanner, be level 4 qualified or working towards this with the aim to achieve chartered status.

A basic salary of up to £38K is on offer for this role along with an excellent benefits package.

For further information or to apply please contact Laura Randall at Lusona.

Reference: 38724410

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