Lusona Financial Services are looking for a financial planner in Glasgow to take on a client base within a well-regarded financial advice business. You will work from very well-presented offices and benefit from a highly trained team of support consultants that are on hand to leave you free to focus to client facing time.
The business has built a considerable fund base and have been prudent over the years, so they are cash rich and have a long-term succession plan which will see them remain in private ownership in the years ahead.
The client base is made up of HNW private clients that have a range of financial planning needs across investment, pension and protection. They can range from high earning professionals who have accrued wealth, to business owners, and wealth families with inherited wealth which will make for a varied and interesting case load.
It is essential that you have experience working in the life, pension and investment sector, ideally as an IFA (Independent Financial Adviser), but they are open minded to those who have been working as a restricted financial consultant, in wealth management and may even consider a client facing paraplanner or someone with experience in broker sales.
They are open minded on salary but a rough guide of £50,000 has been budgeted, with further benefits payable beyond this.
For further details please contact Chris Connelly via email@example.com or call the office on 01698 440 333.