Senior Independent Financial Adviser

7 months ago


London, United Kingdom Ortus PSR Full time

**Location**: Lovely Offices near Hyde Park

Join my clients vibrant team at a prestigious Independent Financial Advice firm nestled near Hyde Park. We specialise in serving clients in the media and creative industries, offering tailored financial solutions and hosting engaging networking events. With a focus on excellence and innovation, they are committed to providing exceptional service to their esteemed clientele.

**Responsibilities**:

- Provide expert financial advice and guidance to high-net-worth clients in the media and creative industries.
- Cultivate and maintain strong relationships with clients through regular communication and personalized service.
- Actively prospect for new business opportunities and expand the client base through networking and referrals.
- Develop comprehensive financial plans tailored to clients' individual goals and objectives.
- Stay abreast of market trends, investment opportunities, and regulatory changes to provide informed recommendations.

**Requirements**:

- Minimum 5 years of experience as a Financial Adviser.
- Chartered status is preferred.
- Proven track record of managing and growing a substantial client portfolio.
- Strong networking skills with the ability to connect with clients in the media and creative sectors.
- Dedication to providing exceptional client service and attention to detail.
- Existing client following with a minimum of £50M AUM.

**Perks**:

- Competitive salary up to £130K base for right individual and performance-based bonuses.
- Lovely offices near Hyde Park with modern amenities and a vibrant atmosphere.
- Fun social networking events and opportunities for professional development.
- Supportive team environment with a focus on collaboration and growth.

If you are a results-driven and client-focused Financial Adviser with a passion for the media and creative sectors, we invite you to apply



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