Trainee Financial Planner
Lusona Consultancy
Edinburgh, GB
5d ago

Lusona Financial Services are looking to speak with paraplanners who feel they are ready to make a move into financial advice.

An opportunity has arisen to join a firm who have a substantial surplus of work, where they would prefer to train someone with a background in paraplanning to take on the case load.

The business is a well-respected firm of chartered financial planners with nice modern offices in Edinburgh. They have a long track record of training and developing people in preparation for the company’s succession planning needs, so you’ll find a supportive environment in which to train.

Your role for the first year or so would be to manage a small pool of clients while also doing your own research and report writing.

The plan with this is to give a blended experience of acting as a financial adviser, while also spending the time learning their systems, processes and advice methods.

This would all be done without the burden of having pressing productivity clients during the early stages of your career.

The firm provide financial planning to a broad range of individuals, but their core client base are high net worth private clients who will often have complex planning needs.

Client needs will vary across investments, pensions, protection and inheritance tax planning. The advisers will work with each client to create a bespoke financial plan using new model adviser methods such as cashflow modelling.

Once you have completed your first year or so, and are ready to move fully into financial advice, you will then work to develop your client base with the help of your own paraplanner.

At this stage you will be able to take advantage of the network of professional introducers that pass work to the group.

To apply for this role, you must have completed your diploma in financial advice via the CII, LIBF, CISI or equivalent body.

You must also be willing to continue your studies to work towards becoming a chartered financial planner. Full study support will be provided and paid for by the employer.

A salary of up to £45,000 has been budgeted for the period when you are working through your training, but you will see this rise once you are ready to progress fully into financial planning.

Typical adviser salaries will start around £55,000 to £65,000, with many people within the organisation earning well over £100,000 annually.

For further details, please contact Chris Connelly via or call the office on 01698 440 333.

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