Lusona Financial Services are looking for a financial planner to join a leading accountancy business in Edinburgh to take ownership of their Edinburgh office. Both the financial advice and accountancy practices have enjoyed sustained growth over recent years, so they would like a motivated individual who can take help drive things forward.
The Edinburgh office is a well-established practice which is made up of accountants specialising in tax and corporate finance, which will give you access to quality clients made up of business owners, senior executives, wealthy individuals and their families. Portfolio sizes regularly run into millions of pounds with many referred cases coming as a result of mergers and acquisitions.
With the office being busy and there being a regular flow of work they need an experienced individual that can hit the ground running, but there is no requirement to bring clients.
A massive benefit is that the company has a great team of paraplanners and support consultants who will help with all aspects of research, report writing and diary management where required. This leaves consultants free to focus on client facing time.
You must have worked as a financial adviser, financial planner, wealth planner or wealth manager, and have experience advising across investment, pension and protection.
An excellent package of up to £60,000 basic is being offered with additional benefits.
For further details please contact Chris Connelly via email@example.com or call the office on 01698 440 333.