job / financial planner 4185

Financial Planner - Inverness

Financial Services
Ref: 4185 Date Posted: Friday 09 Aug 2019
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Lusona Financial Services are looking for a financial planner in Inverness to join an existing team of financial advisers and support staff, to help with a surplus of work. The company are very well thought of and have enjoyed a sustained period of growth over the last 10 years.

You will perform financial planning for private individuals who are often HNW entrepreneurs, high earning professionals or people from wealthy families. This will give you exposure to a broad range of case types, so you will need good knowledge across investment, pension and protection cases. Ideally you would also have exposure to IHT planning and pre/post retirement advice.

The company have a good track record of training and developing people so if you have exposure to some of the case types mentioned, they will be open minded to developing your knowledge in the other areas of business.

They will consider people from a background operating as a IFA (Independent Financial Adviser), restricted financial planner or someone from bancassurance. You must be at least level 4 qualified and committed to further studies as this is a highly qualified team.

A salary ranging from £45,000 will be offered to less experienced individuals to a top end of around £75,000 for fully fledged financial planners. Beyond this there is further earning potential through bonus and company benefits.

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