Self Employed Adviser - Ortus PSR : Job Details

Location: Fully Remote (Midlands)

Company: Join a dynamic and established financial advice firm based in Nottingham, with offices in central London. My client specialises in providing expert financial advice and solutions to their clients, ensuring their financial goals and aspirations are achieved.

Position Overview: They are seeking a driven and qualified Financial Adviser to join the team on a self-employed basis. The ideal candidate will hold a minimum diploma level 4 qualification and have a passion for helping clients achieve their financial objectives.

Responsibilities:

• Provide comprehensive financial advice and solutions to clients, tailored to their individual needs and circumstances.
• Build and maintain strong client relationships through effective communication and ongoing support.
• Conduct thorough financial reviews and analysis to identify suitable recommendations.
• Collaborate with other team members to deliver exceptional service and outcomes for clients.

Requirements:

• Minimum diploma level 4 qualification (e.g., DipFA, DipPFS, or equivalent).
• Proven experience as a Financial Adviser, in restricted or independent environments.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Self-motivated with a proactive approach to client service and business development.

Benefits:

• Books and leads provided to support business growth.
• Tax-free draw provided during the initial phase.
• Flexible splits dependent on your experience and client following (if any).
• Full support and training included.
• Flexible remote working arrangements, allowing you to be based anywhere in the Midlands.

How to Apply: If you are a motivated and qualified Financial Adviser looking for a rewarding self-employed opportunity with ample support and resources, we would love to hear from you.