Senior Financial Planner
Lusona Financial Services are working on a senior financial planner role in Aberdeen to join a leading firm of chartered accountants as part of an exciting new project. This is a household name in accountancy terms and they have access to a global network of business partners which you can use to grow their presence in the North of Scotland.
The financial planning practice is a modern team which has grown from strength to strength across the UK, the department is made up of a collection of highly qualified and successful financial planners. Working alongside the advice team is a highly skilled team of sales support and paraplanners which will allow you to focus on servicing and developing business.
The team perform complex advice which will often come by way of referral from the mergers and acquisitions on which they work, also they do a lot of work for wealthy business owners and the senior executives within the businesses they service.
It is essential that you have strong knowledge across pension, investment and protection, and ideally a good knowledge of IHT planning as a lot of work centres on individuals who have received large sums following a buyout.
A salary of up to £75,000 has been budgeted but they can go beyond this for the right individual given that this is seen as a key appointment in Scotland. The large company setting also brings excellent benefits and a company bonus which will further enhance your earning potential.
For further details please contact Chris Connelly at Lusona.