Lusona Financial Services are working with a large financial planning business in Glasgow who are looking for a financial planner to take on a vacant client base. The business is a conservative and cash rich organisation who have sustainable long-term growth plans.
The client base is made up of private clients with various financial advice needs including pre-retirement wealth accumulation, individuals who have reached retirement age and beyond this wealthy families who have complex tax planning requirements.
The organisation has a robust proposition and all the typical support you would expect including paraplanning, administration and centralised functions. These are all geared towards you being left free to focus on client facing time.
Given the nature of the client base you will need to have recent experience working as a financial planner and you must also be level 4 qualified. The business is keen on professional development, so it is expected that you will work towards chartered status if you aren’t already chartered.
A salary of £55,000 to £70,000 has been budgeted for the role dependent on experience. There is further earning potential through bonus and benefits.
For further details please contact Chris Connelly via firstname.lastname@example.org.