Financial Planner - Succession Planning

Lusona Consultancy Limited
Aberdeen, UK
28 Jul 2019
01 Aug 2019
Contract Type
Full Time
Lusona Financial Services are working exclusively with a financial planning business in Aberdeen, with a vacancy which has come about due to a retirement within the firm. The individual who is retiring has amassed an enviable client base of HNW individuals spread across Aberdeen and the surrounding areas. Your role will be to join and inherit the clients after a handover period, after which time you will be left to service the clients on an ongoing basis.

The business is a well-structured, cash rich enterprise with a robust succession plan in place which will see the practice remain in private ownership for the years ahead. The organisation employs an experienced team of paraplanners and sales support administrators which allows the financial planners to focus on client facing time.

Given that you will be joining the firm to inherit a client base which is made up of people with complex financial advice needs, you must have experience working as a financial adviser or wealth management consultant. Candidates must be level 4 qualified.

For this role there is no requirement for you to bring your own client base or for you to self-generate work from external sources, however if you are attracted to the role and you will have a client following then rest assured the practice has sufficient capacity for this.

A salary of up to £70,000 has been budgeted for the position and for the right individual they may be able to stretch beyond this. The company also offer a range of staff benefits, full study support and a friendly working environment.

For further details please contact Chris Connelly at Lusona Consultancy.

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