Financial Planner

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Lusona Financial Services are working with a professional services business in Glasgow that are looking for a financial planner to join their team in Glasgow. You will be joining an organisation that has an extensive client base in Glasgow and the surrounding areas, made up of wealthy individuals, business owners, charities and other organisations.


You will inherit clients which have stemmed from an overflow of referrals into the financial planning team, while also promoting their financial advice proposition to the clients who currently only use the firms’ other services. This means that there will be little requirement for external business development or for you to bring clients, but naturally any additional business will be gladly received.


The company’s ethos is to promote a good working environment where you will be given autonomy and genuine career opportunities. Much of the senior management within the business got there by working through the ranks internally.


It is essential that candidates have experience working as a financial adviser or wealth management consultant, and you must have your Chartered Financial Adviser status to perform this role.


A salary of up to £75,000 has been budgeted for this role which offers uncapped earnings through a generous bonus scheme. The firm has an extensive benefits package and offers full study support.


For further details please contact Laura Randall via or call 07852 871 115.

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