Lusona Financial Services are working with a prestigious wealth management business with an office in Edinburgh. They are looking for a financial planner to join and provide financial advice to their existing client base. Within the business there is a good working relationship between the investment managers and the financial advisers, and business flows between the teams freely.
The firm operate from impressive offices in a great location in Central Edinburgh. Within the office there is a skilled and motivated team of paraplanners and sales support consultants on hand to leave the financial adviser free to focus on building relationships with the clients.
Given the setting of the role you will gain access to UHNW private clients who will could be from wealthy families, entrepreneurs, charities and successful professionals. As such your case load will be made up of a diverse mix of complex planning needs such as IHT planning, succession planning and wealth protection.
They are ideally looking for someone that operates in a similar setting such as a wealth management or investment management business, or the financial advice team within a solicitors, accountants or private bank. They will also consider applications from those who operate in IFA or restricted financial planning businesses. The core qualities they are looking for is someone polished, professional, ethical and passionate about what they do.
A salary of up to £65,000 has been budgeted but this could be stretched for the right individual. You can expect genuine six figure earnings through their excellent bonus structure, and the environment means that there is easy access to a steady stream of good quality work.
For further details please contact Chris Connelly via email@example.com or call the office on 01698 440 333.