Lusona Financial Services are looking for a financial planner to join a prestigious chartered financial advice business in Edinburgh to help manage a portfolio of HNW private clients. This is an independent organisation who have recently bought a client base from a retiring financial planner and they are looking for an additional adviser to join their small team.
The business has an excellent team of experienced paraplanners and sales support consultants who take the technical, and admin heavy aspects of the advice process from the advisers. They have also invested heavily in excellent back office systems and processes, meaning that work flows quickly. With this in mind they, can offer a great environment to those who enjoy focusing on client facing time and can offer access to an enviable client base. If you have some clients that will follow you they can provide a robust home for them but there is no need for clients to come with you.
As a practice they provide private client advice to high net worth individuals from a range of backgrounds varying from business owners, executives and professionals, through to wealthy families, charities and trusts. This will make for a varied case load so will require that you have strong knowledge in all areas of private client work across pension, investment, protection, whilst ideally having exposure to cashflow modelling and IHT planning.
A salary of up to £60,000 is on offer with a good benefits and bonus package. The salary, benefits and overall compensation will increase over time as you build your revenues streams.
For further details please contact Chris Connelly via firstname.lastname@example.org or call the office on 01698 440 333.