Associate Financial Adviser

2 months ago


Reading, United Kingdom Ortus PSR Full time

An independent financial consultancy, directly regulated and authorised by the Financial Conduct Authority to carry out investment business in the UK, is seeking a highly motivated Financial Adviser to join the team. You will be working with the Partners of the firm to develop an existing book of clients and make your own mark in the firm.

You will have the opportunity to work remotely with a requirement to come into the office from time to time as the management team are keen to maintain the team environment they have created.

**Salary**: £50,000 - £60,000

Established over 30 years ago, the Advisers specialise in providing strategic financial advice and wealth management services for private investors, business owners, senior executives, and trustees. Where necessary, they work closely with independent specialists to ensure that their clients obtain professional advice on all aspects of their finances.

As a Financial Adviser, you will be responsible for providing strategic financial advice to a range of clients, building a complete picture of their finances, objectives, aspirations, and any issues that may concern them. You will prepare comprehensive reports and make specific recommendations to clients, ensuring that they are comfortable with the proposed solutions before putting them into action.

You will conduct regular reviews with your clients to ensure that their financial plans remain on track, taking into account changes to the economy, legislation, and their own financial position and requirements.


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