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Lusona Consultancy Limited
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Glasgow, City of Glasgow
Financial Planner
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Job Type: Full-time |
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Salary: £75,000 per annum |
Overview
Lusona Financial Services are looking for a senior financial planner in Glasgow to work with HNW and UHNW clients, within a professional practice setting. The clients will typically have highly complex financial planning needs around inheritance tax and capital gains tax, due to having inherited or established wealth. Given the nature of the role, the business is looking to attract a seasoned financial adviser with knowledge in all areas if investment, pension and protection. It is not essential that you have worked within a professional practice setting such as a firm of solicitors and accountants, but it is highly beneficial if you have experience working with sophisticated clients. Your role will involve working with internal introducers who provide other specialist services, where you will be the wealth management and financial advice expert. There will be an element of working as a team, but you’ll have relative autonomy in an adult working environment. Applicants must be diploma qualified via the CII, CISI, or LIBF. Ideally, you will be working towards or will have attained your chartered status. A package of £75,000 to £95,000 has been budgeted, but they can make exceptions for the right individual. For further details, please contact Chris Connelly at Lusona Consultancy.