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Experienced Financial Planner Wanted for Ortus PSR

2 months ago

London, Greater London, United Kingdom Ortus PSR Full time
About the Role

Ortus PSR is seeking a highly skilled and experienced Financial Planner to join our team. As a Financial Planner at Ortus PSR, you will be responsible for providing comprehensive financial planning advice to clients, both individual and corporate.

Key Responsibilities
  • Develop and implement financial plans for clients, taking into account their financial goals and objectives.
  • Conduct regular reviews and updates of client financial plans to ensure they remain aligned with their changing needs.
  • Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their financial planning needs are met.
  • Stay up-to-date with industry developments and best practices, applying this knowledge to improve the quality of financial planning services provided to clients.
What We Offer
  • A generous, tax-free draw to help you get started.
  • 60-80% splits (in your favour).
  • No hidden fees.
  • Centralised Back Office support function.
  • FULL ownership of client book, an opportunity to build YOUR business, with no covenant in contract.
  • Regular and ongoing training and development.
  • Use of Central London office and the flexibility to work from anywhere and manage your own schedule.