job / trainee financial adviser 4815

Trainee Financial Adviser - Dundee

Financial Services
Ref: 4815 Date Posted: Monday 04 Nov 2019
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Lusona Financial Services are looking for a trainee financial planner to work in Dundee and the surrounding areas, for a business who can offer you a full client base, following the retirement of a financial adviser.

This would present an excellent opportunity for someone looking to move from paraplanning, broker sales or a similar role, into financial planning. Similarly, it could be a great opportunity for a trainee financial adviser working at another businesses, who is struggling to self-generate clients.

Not only will you be handed a full client base, the company will provide full training on their systems, processes and how to deliver financial advice. The company offers advice to high net worth individuals, families and businesses across the full range of investment, pension and protection. Your role, once you are trained will be to provide ongoing advice to the client base, while building upon what you are given by generating referrals.

Depending on your level of experience, the company will pay between £25,000 and £45,000 basic. Beyond this you can expect to earn bonus through a performance-related scheme.

To be considered for this role, you much have completed your level 4 diploma in financial advice through the CII, LIBF, CISI or similar awarding body.

For further details, please contact Chris Connelly via chris@lusona.co.uk or contact the office on 0131 516 4333.