job / financial planner – succession planning west central scotland glasgow 4265
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Financial Planner – Succession Planning - Glasgow

Financial Services
Ref: 4265 Date Posted: Tuesday 08 Jan 2019
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Lusona Financial Services are keen to speak to an ambitious financial planner that would be interested in joining a business which has succession planning on the horizon. The owners would like to see the business remain in private ownership so are looking to attract someone that could lead the business within the next 5-10 years.


The business is a professional firm of financial planners that have a strong brand name and have been trading for a long time in Glasgow. They focus on private client financial advice for HNW individuals which are fed into the firm through numerous professional introducers including solicitors and accountants.


The ideal candidate will have experience working in the financial planning or wealth management world, ideally as a financial adviser, wealth manager or investment manager. Beyond experience the key thing they are looking for is someone with real drive and the willing to take on what will be a tough but rewarding challenge.


There is no need for a client following as the business have more than enough clients, but they will want to hire someone that will be able to generate new business in the years ahead. As such commercial acumen, strong communication skills and confidence are essential attributes.


You need to be level 4 qualified as a minimum, but they are ideally looking for a chartered financial planner or someone working towards chartered status. Further to this you will need good technical knowledge in all areas of pension, investment and IHT planning.


A salary of up to £70,000 is on offer but the role will provide six figure earning potential and more importantly will result in the opportunity to take over the business in the years ahead.


For further details please contact Chris Connelly via or call the office on 01698 440 333.