Lusona Financial Services are working with a highly regarded financial advice business that is looking for a financial planner to join their team and inherit a client base in Aberdeen. The firm are chartered financial planners but it is not a prerequisite that you are chartered, rather the common theme across the team is a passion for financial advice and a genuine sense of care for their clients.
You will work from a modern and well-presented office which is home to a well-trained and experienced team of financial advisers, paraplanners, and sales support consultants. The team work well together and each individual takes ownership of their part in the advice process so that cases progress quickly and efficiently. They have a well-developed back office proposition which also reduces any admin heavy work which is passed to the support team.
As a practice, they are generalist financial planners but the core of what they do is pension and investment planning for wealthy individuals, families, business owners, and professionals. They are very much in the new model mindset and use modern practices such as cashflow modelling, and they get involved in complex areas of advice such as IHT planning.
They are open-minded to the types of individuals that will be considered for the role but their ideal would be a well-qualified and experienced financial adviser that operates in an IFA or restricted advice business. They will also consider applications from less experienced individuals such as a paraplanner that is ready to go client-facing, people from a bancassurance background or those working in a direct sales type organisation such as a life office or product provider.
The basic salary for this role is negotiable depending on experience, plus an excellent benefits package. Other pluses are that they tend to increase salaries annually and will pay for all additional studies relevant to your role.
For further details please contact Laura Randall at Lusona via email@example.com or call 07852 871 115.