Paraplanner

Recruiter
Lusona LLP
Location
Glasgow, UK
Salary
Competitive
Posted
03 Sep 2019
Closes
04 Oct 2019
Ref
1240958347
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Lusona Financial Services are working with a global accountancy firm to recruit an experienced paraplanner to work with financial advisers and their existing support team in their Glasgow city centre office.

This firm is one of the largest accountancy practices in the UK and you will support the financial adviser who provides advice to both new and existing private clients.

As a paraplanner, you will have excellent technical knowledge and keep up to date with industry news with strong market awareness. You will write reports, and deal with new and existing applications - ensuring that the back-office system is up to date and the correct process is followed on each case. This is a forward-thinking organisation who welcomes ideas from their team to implement new plans to improve on their existing processes. You will work directly with the financial adviser and sales support staff to ensure a first-class service is provided to all clients.

Suitable applicants will have at least 1 years' experience as a paraplanner. You will hold your level 4 diploma and be prepared to study towards your chartered status.

A basic salary of up to £40K is on offer for this role along with a generous benefits package and study support.

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

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