job / financial planner 4641

Financial Planner - Inverness

Financial Services
Ref: 4641 Date Posted: Wednesday 21 Aug 2019
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Lusona Financial Services are looking to speak to experienced financial planners in Inverness, to join a well regarded financial planning business. As an employer they offer an attractive mix of having the systems and processes you would expect from a large employer, but still offering a flexible adult working environment.

 

The company has a considerable surplus of work so there is no need for you to take your own clients, however they are large enough that if you have a client following that they will have capacity for this.

 

Your role will be to manage an existing client base while helping to continue writing new business from new clients. There are multiple sources where you can access additional clients where there will be little need to look outside of the company. As a financial adviser you will offer financial advice in all areas of private client investment, pension and protection.

 

It is essential that you have experience working in financial planning, wealth management or in a similar capacity such as a paraplanner. You must also be qualified to level 4.

 

A salary of around £60,000 is on offer with additional benefits and a bonus structure allowing for earnings of around £70,000 to £80,000 per annum. Beyond this you will receive fully funded study support for your continued development.

 

For further details, please contact Chris Connelly via chris@lusona.co.uk or call the office on 01698 440 333.