job / financial planner 4409

Financial Planner - Aberdeen

up to £60,000 - Financial Services
Ref: 4409 Date Posted: Wednesday 21 Aug 2019
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Lusona Financial Services are looking for a financial adviser to join a financial advice business in Aberdeen to inherit a client base. The business has someone in the team retiring which is leaving a client base vacant.

The practice has been around for nearly 20 years and has built up a loyal client base through connections to firms of solicitors, accountants, local businesses and naturally through referrals. They have a robust succession plan in place which will see the business remain in private ownership for a long time to come.

As a financial planner you will offer advice in all areas of private client investment, pension and protection. The role will involve engaging with clients as the new adviser during a handover period and longer term you will be left to manage the clients on an ongoing basis.

The business has a well-established team of support staff to help with your day to day work such as research, report writing and administration.

A salary of up to £60,000 has been budgeted but they can offer beyond this for the right individual.

For further details please contact Chris Connelly via chris@lusona.co.uk.