Financial Planner - Professional Practice

Lusona Consultancy (Financial) Limited
Edinburgh, Midlothian
15 Sep 2017
Contract Type
Full Time

Lusona Financial Services are looking to speak with experienced financial advisers in Edinburgh on behalf of a chartered accountancy firm that have a highly regarded financial advice business. The accountancy firm and the financial planning business have seen an increase in workload over a prolonged period and need additional support to help with the volume of work.

The company have a robust operation which benefits from a well-qualified team of paraplanners and sales support consultants allowing the financial advisers to spend more time with their clients and with the accountants. As a firm, they have managed to create a good dynamic between the financial planners and accountants meaning that there is a steady stream of cross referrals.

With this being a practice linked to an accountancy business the ideal candidate will have good knowledge advising across all areas of pension, investment and protection as clients will typically have a broad range of needs. It would also be an advantage if you have experience working with business owners and high net worth individuals.

Applications are welcomed from those with experience working as an IFA (Independent Financial Advisor), restricted financial planner, bancassurance consultant or in wealth management.

An attractive salary of between £60,000 and £75,000 will be offered to the successful applicant, with an excellent benefits and bonus structure paid over and above.

For further details please contact Chris Connelly at Lusona.