Lusona Financial Services are keen to speak with an experienced financial planner in Perth to join a well-regarded firm of financial planners. The company is well structured, with good systems and processes which will see the firm remain in private ownership for the years ahead.
Their client base has been built through their links with a professional services firm, which offers services to small to medium businesses and wealthy individuals. This has naturally allowed them to grow an enviable client base with complex planning needs.
The business has a substantial surplus of work meaning that advisers won’t be required to arrive with a client base. If someone was to join and clients were to follow, they do have the capacity to accommodate this.
You must have experience working as a financial adviser and have attained your level 4 qualification. They would ideally look to attract someone who is keen to progress to chartered status, but this is not essential. Full study support will be provided for those wishing to continue with their exams.
A salary of up to £70,000 has been budgeted for this role which also offers good staff benefits.
For further details, please contact Chris Connelly via firstname.lastname@example.org or call the office on 01698 440 333.