Financial Consultant
3 weeks ago
Financial Advisor Role
Ortus PSR is seeking a skilled Financial Advisor to join their Expat Advisory Team. As a Financial Advisor, you will work with a diverse range of expat clients, providing expert advice on their financial matters.
About the Role:
- Client Portfolio Management: Develop and maintain relationships with expat clients, providing regular reviews and ongoing advice on their financial portfolios.
- New Business Development: Identify and pursue new business opportunities, working with UK-based IFAs who no longer serve expat clients.
- Project-Based Work: Collaborate with clients on project-based work, advising on pension entitlements and other financial matters.
Key Responsibilities:
- Financial Planning: Create and implement personalized financial plans for clients, taking into account their unique needs and goals.
- Investment Advice: Provide expert advice on investment opportunities, helping clients to make informed decisions about their financial portfolios.
- Client Communication: Develop and maintain strong relationships with clients, ensuring they receive exceptional service and support.
Benefits:
- Competitive Salary: £47,500 + quarterly bonus (OTE £60K-70K)
- Benefits Package: Pension, Death in Service (DIS), and healthcare cash plan
- Future Opportunities: Share incentive plan launching 1st January 2025
This role offers a unique blend of client management, new business development, and project-based work, making it both challenging and rewarding. If you are a skilled Financial Advisor looking for a new challenge, we encourage you to apply.
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