Financial Planning Consultant
Lusona Financial Services are working with a revered wealth management business that operate in high grade offices in Glasgow, and form part of a larger group of businesses giving a captive audience of engaged clients that often have complex advice needs. The business is looking for a senior financial planner to join their team to help service a pool of HNW private clients, whilst further developing relationships with other areas of the partnership. There are numerous positive aspects to this position, a key one being that their case load has reached the point where they need an additional financial advisor to pick up a top end client base of HNW private clients. Over and above the client base the accountants and financial advisers have struck a good balance where they feed each other work, and they are busy with a broad range of complex case types often borne out of commercial finance transactions such as management buy outs. Another major benefit is that the company have invested heavily in developing robust systems and processes, built around a team of well-qualified paraplanners and administrators which leaves the wealth manager free to focus on client facing time. Applications are welcomed from those operating in financial advice roles; ideally within a practice operating within a firm of solicitors, accountants, general insurance brokers or other professional setting; and from those who have developed a successful career in a standalone IFA or restricted advice business. An excellent salary of £60,000 to £70,000 is on offer for the right individual with great benefits payable over and above including pension, bonus, private health, and flexible benefits. For further details please contact Chris Connelly.