job / financial planner 5129

Financial Planner - Edinburgh

Financial Services
Ref: 5129 Date Posted: Monday 26 Oct 2020
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Lusona Financial Services are working with a firm who are preparing for the retirement of a director, which is freeing up a client base. This will allow them to hire an additional financial planner and they can provide a full client base.

 

The organisation has deep roots in Edinburgh having existed for nearly 30 years, providing advice to wealthy individuals and their families. They provide full financial planning across all areas of private client work including investments, pensions and protection.

 

They are well structured with a team of experienced paraplanners and support staff on hand to help the advisers with research, report writing and administration. The advisers’ role will be to maintain the client base they inherit, growing it through referrals and through the new business enquiries that come to the practice through their connection with professional introducers.

 

It is essential that you are level 4 qualified and ideally, they want to attract someone who is working to, or willing to work towards, their chartered financial planner status. A salary of around £50,000 has been budgeted and they are willing to pay up to £65,000 for the right individual. The company offers uncapped earnings and you can expect genuine six figure earnings in the years ahead.

 

For further details, please contact Laura Randall at Lusona via laurar@lusona.co.uk or call 01698 535878.