- Full Time
Lusona Financial Services are looking for an experienced paraplanner to work in a very highly regarded financial planning business in Edinburgh, who have built a strong reputation for delivering bespoke financial advice to HNW private clients.
As paraplanner you will work closely with the chartered financial planners and independent financial advisers, in their high-end offices in a prime part of town, helping them to create tailored solutions to their wealth and retirement planning needs.
The financial advisors are some of the best qualified and highly regarded in the Scottish market so it would be a great opportunity for an experienced paraplanner to develop their technical knowledge further, or for someone sitting at the point where they are ready to transition to paraplanning from senior sales support.
The salary will reflect your experience but they have offered a guide of between £30,000 to £35,000 per annum plus additional bonus and benefits.
Ideal candidates will come from a background in wealth management, asset management, IFA, or restricted financial advice businesses and will need strong knowledge across most pensions (SIPP, SSAS, stakeholder, DB, DC, etc.), investment (ISAs, OEICs, bonds, trusts, VCT, EIS, etc.) and protection.
For additional information please contact Laura Randall or Chris Connelly.