job / financial planner 4262

Financial Planner - Edinburgh

Financial Services
Ref: 4262 Date Posted: Wednesday 21 Aug 2019
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Lusona Financial Services are looking for a home based financial planner in Edinburgh to join a leading wealth management business to inherit a client based from a retiring financial adviser. There is no requirement for the successful applicant to bring clients, but for those looking to bring clients they offer excellent back office support and incentives for doing so.


The business has ambitious growth plans involving the development of various affinity partnerships along with major marketing initiatives, acquisitions and internal client referrals. They like the idea of finding someone who could develop to become a regional director in the years ahead but are equally as happy to consider those that are happy focussing on advice.


You will offer financial advice across investment, pension and protection to HNW individuals that live in or around Edinburgh. They have office premises throughout the UK but you will be trusted to work remotely utilising their office space where required, with the occasional need to visit their main office in the North of England.


A salary of up to £50,000 is on offer with expected earnings of around £85,000 based on the team average. Earnings are uncapped and you can also expect excellent company benefits.


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