Lusona Financial Services are looking for an experienced financial advisor to join a regional accountancy firm in Aberdeen to manage and further develop business from their enviable client base. They have a great core of clients having been a longstanding part of the financial community in the North East for a long time.
The financial planning team offers holistic advice for individuals and small businesses, but the main focus of the practice is investments (ISAs, OEICs, Bonds, Trusts), pensions (SIPP, SSAS, Stakeholder), and protection (life, CIC, Keyman). The advice is offered primarily to the business owners who have dealings with the accountants, and also the senior figures within the businesses so experience of dealing with complex financial planning for HNW individuals is advantageous.
Applications are welcome from financial planners with experience operating in IFA (independent financial adviser) practices, or those operating in restricted wealth management arrangements. You must be diploma qualified as a minimum.
A salary of £45,000 to £55,000 basic is on offer with a very attractive bonus structure offering high earning potential due to the established nature of the client base.
For further details please contact Laura Randall on 07852 871 115 or email firstname.lastname@example.org.