Financial Planner

Lusona Consultancy Limited
Edinburgh Technopole, UK
21 May 2019
27 May 2019
Contract Type
Full Time
Lusona Financial Services are keen to find a financial adviser to join a firm of chartered financial planners in Edinburgh to take the place of a retiring director. The business is remaining in private ownership and they are simply looking for a successor to inherit a pool of clients following a handover period.

The business offers financial planning services to wealthy individuals and families in Edinburgh. The bulk of their work comes from a network of solicitors, accountants and general insurance brokers who introduce clients to them as their trusted advice partner.

As a financial planner you will offer private client advice across investment, pension and protection work. A major benefit is that the firm has a loyal client base that they have built over the decades. You will be surrounded by a technical and support team who will perform your research, report writing and general admin work.

Applicants must have recent experience working as a financial planner or be a highly experienced paraplanner. They are willing to train paraplanners that are interested in moving into financial advice. It is essential that any applicants are Level 4 qualified as a minimum and there will be an expectation for people to work towards chartered status. Fully funded study support will be provided.

Given that they will consider training individuals there is a wide salary band of £40,000 to £60,000 dependent on experience. The business offers unlimited earning potential through an uncapped bonus scheme where six figure earnings are realistic in the coming years.

For further details please contact Chris Connelly at Lusona.

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