IFA Professional Practice

Lusona Consultancy Limited
Edinburgh Technopole
10 Jan 2018
15 Feb 2018
Contract Type
Full Time

Lusona Financial Services are working on a unique position in Edinburgh for a Financial Adviser to join an Independent Financial Advice business that sits within a larger organisation, whilst still operating autonomously. The benefit to this is that you will have excellent access to a large number of engaged introducers, but will still operate in a business where there is no micromanagement.

The bulk of your role will be to build mutually beneficial relationships with the introducers, who will help to organise the seminars which you will deliver. These will be aimed at the captive audience of HNW private clients and business owners, and you will speak broadly about the full range of private client financial planning.

As a business, they have invested heavily in back office support and paraplanning which leaves the financial planners free to focus on client facing time.

They are looking for either an experienced consultant that can hit the ground running as there is a huge untapped source of work in the Edinburgh office, but they would also consider someone that is still in the early stages of their career. The company has a people manager who exists to help less experienced consultants get up to speed.

Packages will be based on your experience and track record, but a rough guide of £45,000 to £55,000 has been set. Beyond this there is great earning potential through a company bonus structure which gives credit for new and existing business giving OTE of around £70,000, and with many consultants earning beyond 6 figures.

For further information please contact Chris Connelly at Lusona Consultancy.