Lusona Financial Services are working with a national IFA business who have a unique relationship with a private and business bank. They need a financial adviser in Aberdeen to take over a client base that has become available. You will have flexibility to work from home or in impressive offices, where you’d work closely with the private bankers and business bankers who are targeted to pass you additional work.
Much of the work you will be passed will be from HNW individuals who will either have business interests which have generated their wealth or there is also a good pool of agricultural and older money type clients.
You will work autonomously reporting to a light touch manager based in the Central Belt, and on arrival there will be full training on their systems and processes to get you up and running quickly. There are also teams of experience sales support and paraplanning consultants ready to help with your work load.
It is essential that you have experience working as a financial adviser, financial planner, financial consultant, wealth manager, or a client facing paraplanner. You will have to have exposure to all areas of private client work including investment, pension and protection.
A salary of up to £55,000 has been budgeted but they can stretch this for the right individual. Beyond this there is high bonus potential allowing for uncapped earnings, car allowance and good company benefits.
For further details please contact Chris Connelly via email@example.com or call the office on 01698 440 333.