Self-Employed Financial Services Professional
2 weeks ago
Job Opportunity at Ortus PSR
About the Role:
We are seeking a skilled and experienced Self-Employed Financial Adviser to join our team at Ortus PSR. As a Self-Employed Financial Adviser, you will have the autonomy to work independently, providing financial planning services to clients across the UK.
Key Responsibilities:
- Provide whole of market access to investments, pensions, and mortgages
- Build and maintain relationships with clients, providing a personal and reliable approach to financial planning
- Work collaboratively with our team to provide a comprehensive and accessible service to clients
- Manage client relationships and maintain client ownership
- Receive compliance support and administrative assistance as needed
Benefits:
- Flexible working arrangements, including the option to work from home or our office in London
- Competitive income splits, up to 80/20, with the option for full admin and paraplanning support
- Bespoke packages for financial support during the transition process
- Client charges worked out on a case-by-case basis, with a cap of 3% on initial and 1% on recurring
About Ortus PSR:
We are a dynamic and forward-thinking financial services company that prioritizes client relationships and provides a comprehensive and accessible service. If you are a motivated and experienced Self-Employed Financial Adviser looking for a new challenge, we encourage you to apply.
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