job / senior chartered planner east central scotland edinburgh 3977
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Senior Chartered Planner - Edinburgh

Financial Services
Ref: 3977 Date Posted: Tuesday 30 Oct 2018
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Lusona Financial Services are looking for a senior financial planner to join a leading firm of financial advisers in Edinburgh. A client bank has become available and they need someone who can join to take over the clients, and ideally the would want them to build this further over the years ahead.

The firm has a prestigious brand which has seen the firm grow organically over the last couple of decades. Like many firms they have succession planning on the horizon which should allow for progression into a leadership position in the coming years.

Planners in the business enjoy excellent levels of sales support and paraplanning provided by a stable and well-trained back office team. This leaves them free to focus on client facing time, free from the burden of paperwork.

They offer holistic financial advice in all areas of private client financial planning, so candidates must have good working knowledge across investment, pension and protection, ideally with good exposure to IHT planning and cashflow modelling.

A salary of up to £75,000 has been budgeted for senior chartered planners, but for someone that is already in a leadership role they would consider salaries of up to £100,000 per annum.

For further details please contact Chris Connelly via or call the office on 01698 440 333.