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Chartered Financial Adviser

3 months ago

Guildford, Surrey, United Kingdom Ortus PSR Full time

Job Opportunity: Financial Planner

Are you an ambitious and high-calibre Financial Planner ready to elevate your career? Join a dynamic and growing Financial Planning team in the Surrey area where you will be taking over an existing client bank.

What We're Looking For:

  • Ideally Chartered Financial Planner with a minimum of 5 years' experience.
  • Proven track record in providing high-quality, goal-based financial planning.
  • Strong ability to build and maintain client relationships through referrals and professional connections.
  • Exceptional communication skills and leadership experience in the financial services industry.

The Opportunity:

  • Work in a supportive and forward-thinking environment using cutting-edge technology.
  • Opportunity to manage and grow your own client book.
  • Be part of an award-winning team recognized for excellence in the financial industry.
  • Competitive salary with an uncapped bonus structure based on revenue generated.
  • Comprehensive benefits package, including private medical, pension, income protection, and more.
  • Industry-leading sales program and exam support for further qualifications.
  • Potential pathway to partnership and equity ownership.

Responsibilities:

  • Provide top-tier advice on financial planning, retirement, legacy planning, and protection.
  • Develop and nurture relationships with clients, families, business owners, and trusts.
  • Maintain a client-centric approach and adhere to industry regulations.
  • Engage in continuous professional development and stay updated on financial markets and products.
  • Lead and mentor a small group of advisers, ensuring high standards and team cohesion.

About You:

  • Currently working as a Financial Planner, ideally Chartered or close to achieving it.
  • In-depth knowledge of investments, ISAs, bonds, pensions, and protection.
  • Strong leadership and mentoring skills.
  • Excellent time management and decision-making abilities.

If you're ready to join a growing business that values excellence and innovation in financial planning, we'd love to hear from you Apply today to take your career to the next level.