Lusona Financial Services are looking for a financial adviser to join a highly respected firm of financial planners in Glasgow who have acquired a client base from a retiring adviser. You will work with the retiring adviser for period of time to do a professional handover before assuming control of the client relationship for the years ahead.
Beyond just being given clients you will also receive excellent levels of sales support and paraplanning which will leave you free to focus on client facing time. Further down the line they may look to grow the office which should happen naturally through additional referrals from the existing clients, but there is scope to move into a more senior role where they will help you to establish professional introducers to help accelerate this growth.
You will need to have experience in a client facing role in financial advice or wealth management, having gained exposure to private client advice across investment, pension and protection. It is essential that you are level 4 or diploma qualified.
A salary of up to £65,000 is on offer with further earning potential available through bonus and benefits.
For further details please contact Chris Connelly via email@example.com or contact the office on 01698 440 333.