Lusona Consultancy
Aberdeen, GB
6d ago

Lusona financial services are recruiting for an experienced paraplanner to join a successful Chartered IFA in Aberdeen city centre.

You will be part of an established support team that works with the financial consultants.

This role would suit a paraplanner who likes to be client-facing as you will be involved in the meetings with the advisers and manage the client journey from the beginning to the end.

You will deal with research, reports, illustrations and answer any technical queries that the client may have. You will also be responsible for spotting opportunities for additional planning needs and performing cash flow modeling.

Suitable candidates will have a minimum of their level 4 qualification with a desire to work towards their chartered status.

A basic salary of up to £40K is available for this role along with a generous benefits package.

For further information or to apply please contact Laura Randall at Lusona on 01698 440333 or email laurar

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