Financial Adviser

3 months ago


Chorley North West, United Kingdom Ortus PSR Full time

**Job Title: Financial Adviser - IR35 Contractor Specialist**

**Location**: Chorley, Lancashire (Hybrid role, with 2-3 days in office)

**Salary**: Up to £45,000 base salary, with OTE averaging £80,000

**Benefits**: Employee owner share scheme (after 6 months) providing an additional tax-free £3,000 annually on average.

Are you an experienced Financial Adviser with a knack for providing tailored advice to individuals impacted by IR35 legislation changes? Our client, a leading Independent Financial Adviser (IFA), is seeking a proactive and client-focused individual to join their team in Chorley, Lancashire.

**Key Responsibilities**:

- Provide expert financial advice to contractors impacted by IR35 legislation changes.
- Handle a high volume of enquiries and appointments efficiently.
- Utilize warm leads provided by the company, ensuring effective follow-up and conversion.
- Conduct all client meetings remotely, offering flexibility and accessibility.
- Collaborate with internal teams to ensure seamless client experiences.

**Requirements**:

- Previous experience as a Financial Adviser, ideally with exposure to IR35-related matters.
- Ability to handle a high volume of enquiries while maintaining quality service.
- Excellent communication and interpersonal skills, with the ability to build rapport remotely.
- Strong organisational skills and attention to detail.
- Relevant qualifications (e.g., Diploma in Regulated Financial Planning) essential.

**Benefits**:

- Competitive base salary up to £45,000, with uncapped OTE averaging £80,000.
- Opportunity to join an employee owner share scheme after 6 months, providing additional tax-free income annually.
- Hybrid role offering a balance between remote work and office presence in Chorley.

If you're ready to make a meaningful impact by guiding IR35 contractors through financial complexities and maximising their financial well-being, we want to hear from you



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