job / financial planner 4816

Financial Planner - Dundee

Financial Services
Ref: 4816 Date Posted: Monday 04 Nov 2019
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Lusona Financial Services are looking for an experienced financial planner to work in Dundee and the surrounding areas, for a firm who are losing an adviser due to retirement. This is freeing up a desirable client base of HNW individuals, which you will inherit.

You will have flexibility to work from home or you can use their local office, essentially operating in an adult environment where financial advisers are trusted to manage their own diary. The role will be to perform ongoing advice in all areas of private client investment, pension and protection. The business offer sales support and paraplanning, leaving you free to focus on client facing time.

Depending on your level of experience, the company will pay between £35,000 and £50,000 basic. Beyond this you can expect to earn bonus through an uncapped performance related scheme. You will earn bonus on new and ongoing advice fees. It is essential that you have experience working as a financial planner and have attained your level 4 diploma in financial advice through the CII, LIBF, CISI or similar awarding body.

For further details, please contact Chris Connelly via or contact the office on 0131 516 4333.