Independent Financial Adviser - Ortus PSR : Job Details

Are you a motivated Financial Adviser looking for the freedom and flexibility of self-employment, with the backing of a supportive and well-established wealth management firm? This opportunity could be the perfect fit, the firm offer a number of holistic solution and leads 

A leading wealth management firm, known for delivering high-quality financial advice and tailored client services, is seeking experienced Financial Advisers to join their Self-Employed Adviser Proposition. This is an opportunity to build a business on your own terms while benefiting from the resources, support, and reputation of a respected industry leader. You will have access to both regulated and non regulated service offerings, meaning you can provide your customers with a truly holistic offering that helps them with both their liquid and business assets. 

• Complete Flexibility: Manage your schedule, clients, and working environment. Whether you prefer remote work or occasional office access, the choice is entirely yours.
• High Earning Potential: A competitive and uncapped revenue share structure provides significant income opportunities based on individual performance and client growth.
• Client-First Approach: Advisers are given access to a substantial client base with the freedom and support to build their own portfolio.
• Full Support: Advisers benefit from comprehensive administrative, paraplanning, compliance, and marketing support, allowing them to focus on delivering excellent financial advice.
• Wide Product Range: Access to an extensive range of financial products and services designed to meet the diverse needs of clients.
• Continuous Development: Ongoing training and professional development opportunities are available to keep knowledge and skills up to date.
• Established Reputation: Advisers will work under a highly trusted brand, giving their clients confidence in their services.

The firm is seeking experienced, ambitious, and self-motivated Financial Advisers who are eager to take control of their future and deliver exceptional financial advice to their clients.

Essential Requirements:

• Diploma Level 4 qualified (or equivalent) in Financial Planning.
• Excellent client relationship management skills with a dedication to outstanding customer service.
• Self-motivated and able to work independently with an entrepreneurial mindset.

Desirable:

• An existing client bank or a strong desire to build one, 

If you’re ready to take your career to the next level and embrace the flexibility of self-employment with the support of an established firm, don’t miss out on this exciting opportunity.