Lusona Financial Services are working with a financial planning business that operates within a professional practice in Edinburgh. You’ll have access to an almost unlimited number of clients as you operate as the sole adviser, which will allow you to cherry-pick the type of work on which you want to focus.
As the financial planner you will offer advice across all areas of private client investment, pension and protection. Clients will typically be HNW individuals, wealthy families, business owners, charities and other organisations. The business regularly manages portfolios in excess of £1million and provide advice to people who often have complex planning requirements.
There is a ready-made proposition and a team of technical & support consultants on hand to leave you free to focus on client facing time. Beyond this the business have a marketing team to help you promote your services both internally and externally.
Candidates must be Level 4 qualified and have recent experience working as a financial adviser. The ideal would be to find someone that is working their way towards or has achieved chartered status. No bias will be shown towards more highly qualified candidates as they appreciate other firms don’t always support and promote further studies. They will however expect someone to embark on further studies once they are established in the role, and fully funded study support will be provided.
A salary of up to £75,000 has been budgeted and there is uncapped earning potential for the years ahead through a generous bonus scheme.
For further details please email Chris Connelly via firstname.lastname@example.org.