Financial Planner

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Lusona Financial Services are looking for a financial planner to join a good quality independent financial advice business in Dunfermline. The company has been doing very well and as such have a surplus of work, so they are looking to add to their team of financial planners.

Your role will be to provide financial advice to wealthy individuals and business owners. You will cover areas of advice such as investment, pension, protection, pre and post-retirement planning, and advice around IHT & CGT.

The business is supported by well-trained paraplanners and support staff, which will leave you free to focus on client-facing time. The unit has a low staff turnover and will provide a welcoming environment in which to work.

It is essential that you are diploma qualified via the CII, LIBF or CISI and you must have gained experience operating in a financial advice business.  It would be advantageous if you have your Chartered status and if not be willing to work towards this,

A salary of £50,000 to £70,000 has been budgeted, but they could extend this for the right individual.  The business also offers good benefits and fully funded study support.

For further details, please contact Laura Randall via laurar@lusona.co.uk or call 07852 871 115.

Permanent
16 May 2022
Financial Services
Financial Advisor (Private)
0141 530 4333