Lusona Financial Services are working with a prestigious brand name who are looking for a financial planner to join their business in Carlisle. The office retains a regional practice feel despite being part of a larger organisation, which gives an adult working environment whilst safeguarding against the risk of consolidation.
The firm have a significant surplus of clients so need an additional financial adviser to join their existing team to help service the volume of work. They offer expertise in all areas of private client advice but in the main they offer financial planning and wealth management services to HNW individuals.
Another benefit is that the business has excellent levels of paraplanning and sales support to allow you to focus on client facing time, rather than getting bogged down in research, report writing and general administration.
You must have good knowledge in a broad range of areas including investment, pension and protection, and ideally have exposure to more complex areas such as inheritance tax planning, cashflow modelling and pre/post retirement.
Due to the firm having an available client base for you they are open minded to hiring someone that is still in the early stages of their career, or they would also look at experienced consultants that are looking for a better working environment, better salary, etc. It is essential that you have experience working as an IFA, restricted financial consultant, paraplanner, wealth manager, or in a similar capacity.
They have budgeted a salary for someone less experienced of around £40,000 to £45,000, but will comfortably look at salaries of up to £75,000 for experienced individuals. There is also a good bonus structure in place giving advisers credit for retention or business and quality of work, plus excellent big company benefits.
For further details please contact Chris Connelly at Lusona.