job / financial advsier 5476

Financial Advsier - Glasgow

Financial Services
Ref: 5476 Date Posted: Tuesday 12 Oct 2021
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Lusona Financial Services are recruiting for an experienced Financial Adviser to join a leading Chartered IFA in Glasgow city centre.  You will be responsible for giving advice to the firms existing clients on whole of market products and also new clients who may be at the start of their financial journey.  

Our client has a high net worth client bank and experience in dealing with more complex cases including tax planning is essential. They have an excellent reputation and receive lots of referrals from external networks as well as the company mortgage team.

You will be given first-class admin support from experienced paraplanners and client administrators.  As our client is Chartered, they are looking for an adviser who holds their level 4 diploma qualification and is working towards their Chartered status.

The basic salary for this role is negotiable and above industry average.  The client also pays a performance-related bonus.  A generous benefits package which includes group pension, private medical insurance, critical illness cover to name a few is also provided.

 

For further information or to apply, please contact Laura Randall at Lusona via laurar@lusona.co.uk or call 07852 871 115.