job / financial planner east central scotland edinburgh 3978

Financial Planner - Edinburgh

Financial Services
Ref: 3978 Date Posted: Tuesday 09 Oct 2018
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Lusona Financial Services are looking for an adviser that is still in the early stages of their career to join a leading firm of chartered planners. You will be given clients to work with, have the support of an excellent team of paraplanners and sales support staff, whilst being trained by some of the best consultants in the industry.

They work from well-presented offices in a good central location and offer an adult working environment which would be the ideal for someone looking to learn their trade, or for someone operating with a less prestigious firm and looking to hone their skills.

The company provide private client advice to a broad range of individuals that can range from people with established wealth or high earners who are looking at planning for their retirement and broader financial advice needs. They will look at all aspects of client needs across investment, pension and protection, through to more complex work like cashflow modelling and IHT planning.

You will need to be Level 4 qualified through the CII, CISI, LIBF or other recognised body and have experience working in a client facing capacity either in an IFA, financial planner, trainee financial adviser, bancassurance or client facing paraplanner role.

A salary of around £40,000 per annum has been set aside but they will consider paying more for the right individual. They also offer good company benefits and full study support for all relevant exams.

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