Financial Adviser - Ortus PSR : Job Details

Job Role: Financial Adviser

Are you a Financial Planner seeking an opportunity with excellent long-term prospects where you will have an existing client bank to work with? We are collaborating with an IFA firm dedicated to providing dynamic and forward-thinking financial services. Our client are generating circa £10m each year in new business, all from client referrals and contacts.

Company Overview:

Our client are a firm of Independent Financial Advisers (IFAs) and Wealth Managers based in Kent, serving clients across London and the South-East of England. Committed to forming strong client relationships, they approach financial matters with professionalism, sensitivity, and understanding. Their independent, owner-managed firm prides itself on providing tailored solutions to their clients' financial needs.

Key Details:

Salary: £70,000 - £80,000 per annum

Location: Kent (with clients across London and the South-East)

Responsibilities:

• Conduct comprehensive financial assessments for clients, analysing income, expenses, investments, and financial objectives.
• Develop and implement personalized financial plans aligned with clients' short-term and long-term goals.
• Provide expert advice on investment strategies, retirement planning, tax optimization, and risk management.
• Stay updated on market trends, economic developments, and financial regulations to offer relevant and current advice.
• Build and nurture strong client relationships through regular communication and periodic reviews of financial plans.
• Collaborate with other professionals within the firm to deliver holistic financial solutions.

Qualifications:

• Experience as a Financial Adviser
• Diploma Qualified