Financial Adviser

2 months ago


Southport, United Kingdom Ortus PSR Full time

Exciting Opportunity: Associate Adviser Position with Growth Potential

Are you ready to launch your career in the dynamic world of Financial Planning? Our esteemed client is seeking talented and ambitious individuals to join their team as Associate Advisers. As an Associate Adviser, you will receive comprehensive training and support to develop your skills while assisting with qualifications. Moreover, you'll have the unique opportunity to work with a steady flow of leads from local businesses in the region, ensuring a thriving client portfolio.

Key Responsibilities:
Provide expert Pension and Investment advice to a diverse range of clients, establishing yourself as a trusted financial adviser.

Cultivate strong relationships by dedicating time to understand clients' needs and offering tailored solutions.

Leverage cutting-edge financial modelling systems to provide clients with accurate future income projections, lifetime planning, and scenario analysis.

Benefits and Compensation:
Competitive Basic Salary: £28,000, with year one earnings projected at £35,000.

Lucrative earnings potential: £45,000 in Year 2, £50,000+ in Year 3, and over £100,000 in Year 5 and beyond.

Bonus structure rewarding new business acquisition: 20% on referred business and an impressive 30% on self-sourced opportunities.

Recurring business earnings to further enhance your income.

Validation at 1.5 times your salary to acknowledge your achievements.

Employee ownership structure, offering profit-sharing opportunities for an additional financial reward.

Qualifications and Experience:
Face-to-face experience in the Financial Services market is highly desirable, whether in mortgages, protection, equity release, or as a Paraplanner with client-facing exposure.

A passion for building relationships, excellent communication skills, and a drive to succeed.

Ambitious individuals looking to take the next step in their careers and capitalise on growth opportunities.


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