Financial Adviser - Ortus PSR : Job Details

Are You Ready to Elevate Your Financial Advisory Career?

Join our dynamic and client-focused team as an Employed Financial Adviser. This is more than just a job—it's your gateway to a rewarding and prosperous future. You'll work directly with the Managing Director to expand the firm's client portfolio, leveraging a robust lead-generation platform developed by our Marketing Director. With a steady stream of high-quality leads, you can focus on what you do best: providing top-tier financial advice.

Employed Financial Adviser, Salary: £60,000 - £75,000 + Bonus

Why Join Us?

• Established Firm: Work for an Independent Financial Adviser (IFA) firm with over 20 years of collective experience in the Financial Planning industry. Our team comprises seasoned professionals who are passionate about delivering independent, personalised advice.

• Specialisation: We specialise in pensions and family wealth planning, aiming to provide unparalleled financial security for every client. Your role will be instrumental in guiding clients towards their financial goals.

• Client Portfolio: Benefit from an existing portfolio of clients and a continuous flow of leads—no need to start from scratch.

Key Responsibilities:

• Client Engagement: Help clients achieve their financial dreams by offering expert advice on investments, pensions, and wealth management.

• Financial Strategy: Develop and implement investment strategies tailored to each client's unique financial situation.

• Market Awareness: Stay ahead of financial trends, economic conditions, and investment opportunities to provide informed advice.

• Regulatory Compliance: Ensure all financial advice complies with the latest regulations and ethical standards.

• Client Relationships: Build and maintain strong, trust-based relationships with clients, earning their confidence and loyalty.

• Education & Reporting: Educate clients on financial principles and provide regular updates on their investment performance and progress toward their financial goals.

What We're Looking For:

• Qualifications: Level 4 Diploma in Financial Planning (or equivalent).

• Experience: Proven experience in developing and managing client relationships in the financial advisory sector.

• Passion: A genuine passion for helping clients secure their financial futures.

Ready to Take the Next Step?

If you're a driven Financial Adviser looking to make a significant impact and grow within a supportive and dynamic environment, we want to hear from you. Apply now and become part of a team dedicated to excellence in financial planning.

Apply today and take the first step toward a brighter financial future—for you and your clients.