Lusona Financial Services are looking to attract a financial planner to work in Dundee as part of a close knit financial advice team. The firm have an established relationship with professional introducers locally and have a regular stream of new business, which is why they are looking for a new adviser to inherit a surplus of clients and to manage the new business.
The business has a good back office consisting of well-trained paraplanners and support consultants which will leave you free to focus on client facing time, as they will do the admin heavy work and help with research, report writing, case management, etc.
The firm offer private client advice across all areas of financial planning including investment, pension and protection. The advice is mainly for HNW individuals such as business owners, professionals and wealthy families, so there will often be complex advice needs.
You will need to have experience in a relevant field such as working as an IFA, financial adviser, bancassurance consultant, telephone account manager, broker consultant, paraplanner or in a similar line of work in a regulated environment.
They have budgeted a salary of around £40,000 per annum, but they have an excellent bonus structure which allows for uncapped earnings. We would expect you to be earning around £75,000 OTE in your second year with typical adviser production levels. You will receive full credit for ongoing and initial income.
For further details please contact Chris Connelly via email@example.com or call the office on 01698 440 333.