Financial Adviser - Ortus PSR : Job Details

Elevate Your Career as a Financial Adviser with a Leading Wealth Management Firm

Are you an accomplished Financial Adviser ready to take your career to new heights? We are representing a prestigious financial services firm, renowned for delivering bespoke and comprehensive wealth management solutions. With a strong reputation built on excellence, integrity, and client-centricity, this firm offers you the opportunity to inherit an established client book and play a pivotal role in its continued growth.

Why This Role Stands Out:

• Established Client Book: Step into a role where you’ll immediately take ownership of a well-maintained client book, providing you with a strong foundation for success.
• Dynamic Growth Environment: Join a firm committed to innovation and growth, offering you the tools and support to excel in a competitive market.
• Client-Centric Approach: Be part of a team that prioritizes client relationships, ensuring personalised service and long-term satisfaction.
• Professional Development: Benefit from ongoing training, career progression opportunities, and support for further qualifications to enhance your expertise.

Compensation & Benefits:

• Competitive Base Salary: £50,000 - £60,000, with expected earnings of £80,000, including performance-based bonuses.
• Comprehensive Benefits: Enjoy a robust benefits package, including private healthcare, a generous pension scheme, and life insurance.
• Flexible Working Options: Access to hybrid working arrangements that promote work-life balance.
• Networking & Growth: Opportunities to participate in exclusive industry events and professional seminars, fostering both personal and business growth.

Your Role:

• Client Management: Inherit and manage a portfolio of high-net-worth clients, providing personalized financial advice to maintain and enhance client relationships.
• Strategic Planning: Conduct in-depth financial assessments and develop tailored financial plans, including investment strategies aligned with clients’ long-term goals.
• Client Communication: Deliver clear, proactive communication on financial matters, market trends, and investment strategies, ensuring clients are well-informed and confident in their financial decisions.
• Business Development: Identify and capitalise on opportunities for expanding the client base, actively contributing to the firm's growth strategy through networking and client acquisition.
• Compliance & Integrity: Ensure adherence to all regulatory requirements and company policies, maintaining the highest standards of professional conduct.

What We’re Looking For:

• Proven Expertise: Demonstrated success as a Financial Adviser, with a strong track record in managing and growing client books.
• Industry Knowledge: Deep understanding of financial markets, investment products, and regulatory environments.
• Communication Skills: Exceptional interpersonal and communication abilities, with a client-first mindset.
• Team Player: Ability to collaborate effectively within a team-oriented, client-focused environment.

If you're ready to make a significant impact and elevate your career with a firm that values your expertise and dedication, apply today to become an integral part of this leading wealth management team.