Lusona Financial Services are looking for an experienced financial planner to join a financial advice business in Aberdeen. The company as a well-established brand and are looking for a financial adviser to take on clients from a retiring IFA.
Your role will be to maintain existing relationships and to grow new ones, which will mainly come through their connection with a larger organisation. The group has an enviable captive audience of HNW individuals, wealthy families and business owners which you will be able to tap into.
Due to the position being caused by a retirement, there is no need for applicants to bring their own client base. However, the company employ an experienced technical and support team and is large enough to cater for advisers that would like to bring additional clients with them.
As independent financial advisers, the firm offer advice across investment, pension, protection, IHT and CGT planning needs. It is essential that you have experience working in financial advice and have completed your level 4 qualification.
A salary of around £50,000 to £60,000 has been budgeted, but this can be exceeded for exceptional candidates. The company has an excellent, uncapped bonus structure which gives great potential to earn.
For further details, please contact Chris Connelly via email@example.com or call the office on 0131 516 4333.