Financial Planner

Recruiter
Lusona Consultancy Limited
Location
Aberdeen, UK
Salary
Competitive
Posted
11 Sep 2019
Closes
02 Oct 2019
Ref
1222711879
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Lusona Financial Services are looking for a financial adviser to join a financial advice business in Aberdeen to inherit a client base. The business has someone in the team retiring which is leaving a client base vacant.

The practice has been around for nearly 20 years and has built up a loyal client base through connections to firms of solicitors, accountants, local businesses and naturally through referrals. They have a robust succession plan in place which will see the business remain in private ownership for a long time to come.

As a financial planner you will offer advice in all areas of private client investment, pension and protection. The role will involve engaging with clients as the new adviser during a handover period and longer term you will be left to manage the clients on an ongoing basis.

The business has a well-established team of support staff to help with your day to day work such as research, report writing and administration.

A salary of up to £60,000 has been budgeted but they can offer beyond this for the right individual.

For further details please contact Chris Connelly at Lusona Consultancy.

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