Financial Adviser - Ortus PSR : Job Details

Senior Financial Adviser – Drive Growth and Build Relationships with a Dynamic Advisory FirmLocation: Reading | Salary: Up to £120,000

Are you a seasoned Financial Adviser with a talent for building lasting relationships? An exciting opportunity awaits at a thriving wealth management firm in Reading. Following the acquisition of two businesses, this forward-thinking company is entering a pivotal phase of consolidation and expansion, creating the perfect environment for an ambitious adviser to make their mark.

Why Join?This firm is dedicated to delivering tailored financial advice with a personal touch, built on trust and long-term relationships. With a clear focus on client-centric service and growth, the business offers a collaborative environment where your expertise will be valued, and your contributions will shape the future of the company.

Key Highlights:

• Exceptional Earning Potential: A competitive salary of up to £120,000 with additional benefits and performance incentives.
• Growth-Oriented Environment: Be part of a business positioned for success, with opportunities to lead through its consolidation journey.
• Supportive Culture: Join a team that believes in empowerment, professional development, and putting clients first.
• Client Ownership Opportunities: Ideal for advisers who can transition client relationships post-covenant to align with the firm’s growth strategy.

What We’re Looking For:The ideal candidate will have:

• A strong track record in relationship management and client acquisition.
• The ability to bring or transition client relationships in line with regulatory covenants.
• A proactive, client-focused approach that aligns with the firm’s ethos of trust and transparency.
• Full qualifications to provide regulated financial advice (minimum Level 4 Diploma in Financial Planning).

Your Role:

• Deliver expert financial advice tailored to individual client needs, covering areas such as retirement planning, investment management, and estate planning.
• Nurture and expand existing client relationships while fostering new ones.
• Contribute to the firm’s strategic growth by leveraging opportunities arising from recent acquisitions.
• Stay informed of market developments and regulatory changes to provide best-in-class advice.

Apply Today!Take the next step in your career with a company that values ambition, expertise, and a personal approach to wealth management. If you're ready to make a lasting impact and thrive in a dynamic environment, we want to hear from you.