Lusona Financial Services are looking for a financial planner to take ownership of financial planning within an accountancy business in Edinburgh. The company have grown from strength to strength in recent times so are looking for a permanent adviser to focus on the client base in Edinburgh and the surrounding areas.
The setting will make for a varied and interesting case load taking in inherited wealth, accumulating wealth from high earning professionals and business owners, through to the lump sums coming from large management buy outs, and complex tax work referred on by their tax team.
Due to the complexity of the work they are ideally looking for someone with good all-round knowledge of pension, investment and protection case types. You will also need to be at least level 4 qualified, but they would ideally find a chartered financial planner or someone willing to study to chartered status. Full study support will be provided within a team where others are actively studying.
Candidates must have experience working as a financial adviser in either and IFA (independent financial advice), restricted financial planning, or wealth management setting.
A salary of up to £65,000 is on offer with uncapped potential earnings offered through a generous bonus structure.
For further details please contact Chris Connelly via email@example.com or call the office on 01698 440 333.