Lusona Financial Services are looking for a level 4 qualified trainee financial planner to join a leading team of independent financial advisers in Glasgow. The team are one of the most successful units in an organisation that covers the whole of the UK, offering private client financial advice to HNW individuals.
As a trainee, you will be given full training including classroom-based, on the job and ongoing mentoring from an experienced management team. They employ managers and T&C staff to develop the staff that join the firm.
Your role will be to build a client base of wealthy professionals who will come via a formal introducer agreement that they have in place with a national group. You will have appointments booked in your diary to get you up and running but will be expected to generate further work through referrals from these clients.
You will offer advice across investment, pension and protection cases, so it is essential that you have exposure to case types in at least one of these areas. They are open minded to speaking with people who are already trainee IFAs and with people operating in relevant roles such as a paraplanner, broker consultant, investment management or similar positions.
A salary of up to £30,000 will be offered with realistic first-year earnings of around £45,000. Year on year your income levels will build and longer term you should be expecting earnings of £70,000 plus.
For further details please contact Chris Connelly via email@example.com or call the office on 01698 440 333.