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Financial Services Professional

2 months ago


Birmingham, Birmingham, United Kingdom Ortus PSR Full time

Unlock Your Potential as a Financial Adviser with Ortus PSR

Are you a skilled Financial Adviser seeking a new challenge that offers a better work-life balance and the opportunity to take control of your own future? Look no further than Ortus PSR, a leading provider of financial services.

We are currently seeking a talented Financial Adviser to join our team, who has developed lasting relationships with clients and wants to provide true holistic whole of market advice. Our ideal candidate will have a strong track record of success in the financial services industry and a passion for delivering exceptional client experiences.

What We Offer:

  • A long-term home for Financial Advisers with HNW and UHNW clients, offering employed salaries between £100,000 - £200,000 and equity in the firm.
  • A whole of market holistic solution for clients, with an all-in-charge rate of 1.1 points.
  • Fully digital offering with refined processes and client access to all documents via a user-friendly app.
  • Full Paraplanning and Administration support to ensure seamless client experiences.
  • Investment in Marketing to drive business growth and expansion.
  • Average AUM per client of £1.3Million for our existing Advisers.

What You'll Enjoy:

  • Flexibility and Freedom to manage your workload and client relationships.
  • Unparalleled Support from our experienced team and cutting-edge technology.
  • Cutting-Edge Technology to streamline your work and enhance client experiences.
  • Unlimited Earning Potential through a performance-based compensation structure.
  • Equity options to share in the success of our firm.

If you're a motivated and experienced Financial Adviser looking for a new opportunity, we encourage you to learn more about this exciting role and how you can contribute to the success of Ortus PSR.