Senior Financial Planner
Lusona Financial Services are working with an accountancy business that have enjoyed a sustained period of growth having successfully modernised over the last decade. They have targeted forward thinking professionals that have brought new thinking and methods to all areas of the accountancy firm, and they have gone through similar development within their wealth management team. Due to this period of growth they need an experienced financial planner, that buys into the “new model adviser” mindset, to work out of their modern offices in Edinburgh. The volume of work in the Edinburgh office has now reached the point that they need someone to service it permanently, and their ideal would be for someone to come in with the vision and drive to help grow the business further. The financial adviser will gain access to a broad range of case types fed by referrals from the fee earners who provide services for wealthy families, SMEs, large businesses and charities which give a captive audience of HNW private clients. Over time you will be expected for your relationship with the fee earners to become mutually beneficial as you become adept at identifying opportunities for them in return. The ideal financial advisor will have exposure to all areas of private client financial advice including investments (ISAs, OEICs, bonds, trusts, EIS and VCT), pensions (SIPP, SSAS, GPP, stakeholder and transfers) and protection (life, critical illness, keyman and shareholder). Experience working in a wealth management business based in an accountant, solicitor, investment management, private bank or other professional setting is advantageous, but applications are also gratefully received from those working with standalone IFA or restricted advice businesses. A salary of up to £80,000 has been budgeted but a business case will be made, for exceptional candidates, to push beyond this. Beyond this there is an excellent benefits package including pension, private medical, life cover and company related bonus giving an overall package of over £100,000 per annum. For further details please contact Chris Connelly at Lusona.