Senior Support/Paraplanner - Immediate Start

Lusona Consultancy ,
Edinburgh, City of Edinburgh
Contract Type: Contract

Overview

Lusona Financial Services are looking for an experienced senior sales support adviser or paraplanner to join a successful and highly regarded firm of chartered financial planners in their Edinburgh city centre office. Due to increased business levels they have the need to recruit additional support in their paraplanning department. You will work closely with a team of highly technical financial advisers that specialise in providing private client advice to high net worth individuals, so you will need knowledge in all types of financial advice including investment, pension and protection. On a daily basis you will be responsible for producing reports from Intelligent Office. This is a 3-month temporary position with a start date over the next few weeks. You must have worked within an IFA (Independent Financial Advice), restricted financial adviser, product provider, life office or wealth management environment to be considered for the position. For further details please contact Laura Randall at Lusona.