Independent Financial Adviser Opportunity

2 weeks ago


London, Greater London, United Kingdom Ortus PSR Full time

About Ortus PSR

Ortus PSR is a dynamic and forward-thinking independent wealth management firm dedicated to providing exceptional financial services to clients across the UK. We are committed to delivering a relationship-based service that prioritizes the needs and goals of our clients.

Job Summary

We are seeking a skilled and experienced Self-Employed Financial Adviser to join our team. As a Self-Employed Financial Adviser, you will have the autonomy to work from home or our office in London, with the flexibility to choose the level of support you require. Our firm offers a truly whole-of-market approach, providing access to a wide range of investments, pensions, and mortgages.

Key Responsibilities

  • Provide personalized financial planning and investment advice to clients
  • Work closely with our team to deliver exceptional client service and support
  • Manage client relationships and develop new business opportunities
  • Stay up-to-date with industry developments and regulatory requirements

Benefits

  • Flexible working arrangements, including the option to work from home
  • Competitive commission structure, with up to 80/20 splits available
  • Full ownership of clients, with compliance support and administrative assistance available
  • Bespoke packages for financial support during the transition process

Requirements

  • Relevant qualifications and experience in financial services
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Commitment to delivering exceptional client service and support


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