job / financial planner 4406

Financial Planner - Edinburgh

up to £85,000 - Financial Services
Ref: 4406 Date Posted: Wednesday 21 Aug 2019
LinkedIn ShareShare

Lusona Financial Services are working with a national financial advice business who are looking to find a financial planner in Edinburgh. They have space in their team following a recent promotion which will leave a client base to be serviced and developed.

This is a large organisation who offer a safe home for those looking to avoid the dangers of the ongoing consolidation we are seeing in the market place. They have a long-term plan set out which will see them grow through acquisitions of their own, but more so they plan to continue to grow through the network of affinity partnerships they have created across the UK. The partnerships include longstanding relationships with legal and accountancy firms, and beyond this they have numerous arrangements in place with large UK based institutions where they are their financial advice partner.

The financial planners are fully supported by well qualified teams of paraplanners and sales support consultants who will perform all non-client facing activities. There is also a range of centralised functions such as marketing to assist you in your day to day work.

You will provide advice across all areas of investment, pension and protection, so will need to have experience working as a financial planner. It is also required that you are Level 4 qualified and willing to work towards your chartered qualifications.

A salary of up to £85,000 has been budgeted for individuals who are already nearing or have attained chartered status, and have extensive experience working as a senior financial planner. The salary range extends from £55,000 basic for those at other stages of their career.

For further details please contact Chris Connelly via