Financial Consultant

3 weeks ago


Ellesmere Port, Cheshire, United Kingdom Ortus PSR Full time

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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