job / ifa 5407

IFA - Renfrewshire / Inverclyde

Financial Services
Ref: 5407 Date Posted: Tuesday 15 Jun 2021
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Lusona Financial Services are working with a Financial Planning Business in Renfrewshire to recruit an experienced financial adviser.  This is an excellent opportunity to work with the managing director who has a client bank of 500+ clients and receives new client enquiries/referrals on a weekly basis.  The firm looks after both private and corporate clients and you would help service existing clients and take on any new client enquiries.

We are looking for an individual who wants to help take the business forward, you will be part of the firms succession planning with the opportunity to take over the client bank when the director retires.

The business is well-structured and has an experienced team including a practice manager, paraplanner and sales support adviser which allows the advisers to focus on clients. 

Given that you will be joining the firm to inherit a client base you must have experience working as a financial adviser or wealth management consultant. Candidates must be level 4 qualified.

For this role there is no requirement for you to bring your own client base or for you to self-generate work from external sources.

A salary of up to £45,000 has been budgeted for the position and for the right individual they may be able to stretch beyond this. The company also offers quarterly bonus full study support and a friendly working environment.

For further details please contact Laura Randall via laurar@lusona.co.uk or call 07852 871 115.