job / senior financial planner 4650
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Senior Financial Planner - Glasgow

Financial Services
Ref: 4650 Date Posted: Friday 09 Aug 2019
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Lusona Financial Services are looking for a senior financial planner to join a business in Glasgow, that is looking to increase their presence in the city. The company has a strong brand name and a larger presence across Scotland, so they are looking for someone who can help to build their Glasgow office.


As a senior financial adviser, you will be expected to bring with you a client following and or an extensive black book of contacts from which you can develop business. There will be potential to combine business development activities with other people within the broader company, with the broader business offering a range of services to wealthy individuals, businesses and charities.


On top of strong business development and relationship management skills, they are also looking for someone with strong technical knowledge across all areas of private client investment, pension and protection.


Ideally we are looking for a chartered financial planner or someone closing in on chartered status, but they will consider people with impressive track records if they are willing to continue with their studies.


A salary of up to £90,000 has been budgeted for the right individual, and they can offer beyond this for those with particularly large client followings.


For further details, please contact Chris Connelly via or call the office on 0141 530 4333.