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Wealth Management Professional
2 months ago
Unlock Unprecedented Earnings Potential as a Financial Planning Expert
About Ortus PSR
Ortus PSR is a prestigious wealth management firm that rewards hard work and client relationships with a competitive revenue-sharing model.
Key Responsibilities
- Transition an existing client base to Ortus PSR and manage those relationships with the highest level of professionalism and care.
- Provide tailored financial advice to a diverse portfolio of clients, ensuring their long-term financial goals are met.
- Utilize AI tools to enhance client service delivery, ensuring suitability reports and research are completed within 24 hours.
- Collaborate with internal teams to ensure seamless client onboarding and integration into Ortus PSR's services.
- Stay ahead of industry trends and regulatory changes to offer the best possible advice and solutions to clients.
- Grow the client base through referrals, networking, and leveraging Ortus PSR's strong industry reputation.
What We Offer
- Employed role with top-tier compensation, including a competitive salary of up to £250,000, supplemented by a performance-driven bonus structure.
- 1.5x revenue payout for Financial Planners who transition their clients to Ortus PSR, paid out over three years.
- Cutting-edge technology, including AI-driven tools, to create suitability reports and complete in-depth research with a 24-hour turnaround.
- Top-tier support, including a dedicated support team, advanced technology, and a comprehensive suite of financial products.
- Work-life balance, with options for remote working and flexible hours.
- Career development opportunities, including ongoing professional development, industry certifications, mentorship programs, and access to exclusive networking events.
Requirements
- Proven experience as a Financial Planner with a strong client base and a successful track record.
- FCA qualified with relevant industry certifications.
- Excellent communication and relationship management skills.
- Strong ethical standards and a commitment to client satisfaction.
Join Our Team
Ortus PSR is committed to growth, innovation, and mutual success. We offer a collaborative environment and a team of industry-leading professionals dedicated to delivering unparalleled service to clients.
