job / financial planner 4261

Financial Planner - Carlisle

Financial Services
Ref: 4261 Date Posted: Wednesday 21 Aug 2019
LinkedIn ShareShare

Lusona Financial Services are keen to find a financial planner to work for a well-known financial advice business in Carlisle. They have client base which will become available following the retirement of a financial adviser over the course of the next year.


You will work with an experienced team made up of advisers, paraplanners and sales support consultants and you’ll perform advice across investment, pension and protection case types. The company’s client base was built through connections with local solicitors, accountants and other professional introducers so the clients will typically be wealthy individuals and business owners.


Candidates must have experience working in the financial planning market ideally as an IFA (independent financial adviser), restricted financial planner or wealth manager. It is also a requirement that you are qualified to level 4 as a minimum and would ideally be willing to work towards your chartered exams.


A salary of up to £50,000 basic is on offer with expected earnings of around £80,000 based on average team earnings. Beyond this there are excellent company benefits on offer.


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