Financial Planner - Ortus PSR : Job Details

Join an Elite Wealth Management Team as a Financial Planner – Unlock Unprecedented Earnings Potential!

An exciting opportunity has arisen for an experienced Financial Planner to join a prestigious wealth management firm that rewards hard work and client relationships like never before. This role offers the chance to maximize earnings by bringing existing clients into the firm, with a competitive revenue-sharing model designed to reward success.

Why Join This Firm?

Employed Role with Top-Tier Compensation: The position offers the security of an employed role with a competitive salary of up to £250,000, supplemented by a performance-driven bonus structure.

1.5x Revenue Payout: Financial Planners who transition their clients to the firm will receive 1.5 times the revenue generated, paid out over three years. This unique model is designed to ensure a profitable and seamless transition.

Cutting-Edge Technology: The firm leverages AI-driven tools to create suitability reports and complete in-depth research with a 24-hour turnaround. This technology allows planners to focus more on client interaction and less on administrative tasks, significantly enhancing efficiency.

Top-Tier Support: A dedicated support team, advanced technology, and a comprehensive suite of financial products are available to help deliver unparalleled service to clients.

Work-Life Balance: The role offers flexibility, allowing planners to manage their time and clients in a way that suits their lifestyle, with options for remote working and flexible hours.

Collaborative Environment: The firm prides itself on a team of industry-leading professionals committed to growth, innovation, and mutual success.

What’s in It for the Financial Planner?

Exceptional Earnings Potential: In addition to the generous revenue-sharing model, the role includes a competitive base salary of up to £250,000, performance bonuses, and a comprehensive benefits package.

Career Development: The firm invests in the growth of its team, offering ongoing professional development opportunities, including industry certifications, mentorship programs, and access to exclusive networking events.

Client-Centric Approach: The firm fosters a client-first culture, where the planner’s expertise is highly valued, and clients’ needs are the top priority.

Key Responsibilities:

Transitioning an existing client base to the firm and managing those relationships with the highest level of professionalism and care.

Providing tailored financial advice to a diverse portfolio of clients, ensuring their long-term financial goals are met.

Utilizing AI tools to enhance client service delivery, ensuring suitability reports and research are completed within 24 hours.

Collaborating with internal teams to ensure seamless client onboarding and integration into the firm’s services.

Staying ahead of industry trends and regulatory changes to offer the best possible advice and solutions to clients.

Growing the client base through referrals, networking, and leveraging the firm’s strong industry reputation.

Qualifications:

Proven experience as a Financial Planner with a strong client base and a successful track record.

FCA qualified with relevant industry certifications.

Excellent communication and relationship management skills.

Strong ethical standards and a commitment to client satisfaction.

Take the Next Step in Your Career

This role offers a rare opportunity for Financial Planners looking to elevate their careers with a firm that values contribution and provides cutting-edge tools and support. Interested candidates are encouraged to apply and become part of a team shaping the future of wealth management.

Apply now and be part of a forward-thinking wealth management firm!