Company: ORTUS PSR
Job Type: Permanent, FullTime
Salary: £45,000 - £55,000 per annum
Launch Your Financial Advisory Career with a Leading IFA Firm | Clients Provided, Training & Development Available
A fantastic opportunity awaits newly qualified Financial Advisers looking to grow their careers with an award-winning IFA firm. With over 30 years of industry experience, this firm is dedicated to empowering advisers by offering clients from the start and providing comprehensive support for professional development.
Why Join This Firm? - Clients Provided – Start your career with an established client base, allowing you to focus on delivering high-quality advice from day one.
- Career Development – Benefit from ongoing training, mentoring, and CPD support, ensuring your growth as a professional.
- Award-Winning Excellence – Recognised for excellence in financial planning and wealth management, this firm has received numerous accolades.
- Values-Driven Approach – Dedicated to providing enduring, client-focused advice, with a strong emphasis on trust, reliability, and inclusivity.
- Competitive Salary & Benefits – Earn between £45,000-£55,000 DOE, with additional bonuses, a pension scheme.
The Ideal Candidate: - Qualified Financial Adviser – Holding the Level 4 Diploma (must have), you are eager to progress your advisory career.
- Client-Centric – You’re passionate about building strong client relationships and delivering tailored financial solutions.
- Looking to learn – Motivated to grow and develop within a supportive firm.
Role Overview: - Manage and develop the portfolio of clients provided, offering advice across pensions, investments, protection, and more.
- Conduct financial reviews, identify client needs, and create personalised financial plans.
- Stay up-to-date with market trends, new products, and regulatory changes to provide the best advice.
- Build long-term relationships with clients, ensuring ongoing trust and satisfaction through regular reviews.
Join the Team This is the perfect opportunity for a Financial Adviser to join a firm committed to their growth and success.
Apply today and take the next step in building a rewarding career in wealth management!
