job / financial planner 4488
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Financial Planner - Edinburgh

Financial Services
Ref: 4488 Date Posted: Thursday 30 May 2019
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Lusona Financial Services are looking to speak to level 4 qualified candidates with experience in the financial services sector, who are looking to make the move into financial advice. An Edinburgh based firm are offering the chance to train to become a financial planner due to having a surplus of clients.


The position will be phone based, where you will offer financial advice to clients across the country. The clients will be fed to you through a professional introducer agreement meaning that there is no requirement for you to self-generate work, making this a great environment in which to learn your trade. As time goes on you will have autonomy to develop client relationships of your own which will give scope for you to start to meet clients. In the years ahead, you will have the opportunity to graduate away from phone-based advice.


Ideal candidates will have experience working as paraplanners, guidance consultants, telephone account managers or similar. This role may also be of interest to phone based financial planners that want to move into independent financial advice. It is essential that you have completed your level 4 exams and have a good understanding of investment, pension and protection products.


A salary of around £30,000 to £35,000 has been budgeted for this position. The company also offer benefits, a modest bonus structure and full study support.


For further information please send your details to Chris Connelly via