job / senior financial planner north east scotland aberdeen 3741

Senior Financial Planner - Aberdeen

Up to £75,000 - Financial Services
Ref: 3741 Date Posted: Friday 10 May 2019
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Lusona Financial Services are looking for a senior financial planner in Aberdeen to join a leading firm of chartered accountants as part of an exciting new project. This is a household name in accountancy terms and they have access to a global network of business partners which you can use to grow their presence in the North of Scotland.

The financial planning practice is a modern team which has grown from strength to strength across the UK. The department is made up of a collection of highly qualified and successful financial planners who operate in an adult, autonomous environment. Working alongside the advice team is a highly skilled team of sales support and paraplanners which will allow you to focus on servicing and developing business.

The team perform complex advice which will often come by way of referral from accountants who mainly work of mergers and acquisitions, whilst you’ll also perform advice for the business owners and the senior executives within the businesses.

It is essential that you have strong knowledge across pension, investment and protection, and ideally a good knowledge of IHT planning as a lot of work centres on individuals who have received large sums following a buyout.

A salary of up to £75,000 has been budgeted but they can go beyond this for the right individual given that this is seen as a key appointment in Scotland. The large company setting also brings excellent benefits and a company bonus which will further enhance your earning potential.

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