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Independent Financial Adviser Opportunity

2 months ago

London, Greater London, United Kingdom Ortus PSR Full time

Join Ortus PSR as a Self-Employed Financial Adviser

About the Role

As a Self-Employed Financial Adviser at Ortus PSR, you will have the opportunity to work independently while being part of a dynamic team. Our firm is committed to providing a relationship-based service to investors, and we are looking for like-minded professionals to join our team.

Key Responsibilities

  • Provide personalized financial planning services to clients
  • Work closely with our team to ensure seamless client support
  • Enjoy a flexible working arrangement, with the option to work from home or our office in London
  • Benefit from a competitive 80/20 split from day one, with the option to adjust to a 60/40 split with full admin and paraplanning support
  • Enjoy full ownership of clients and receive compliance support with reports turned around in 24 hours

What We Offer

At Ortus PSR, we pride ourselves on our flexible and supportive approach to financial planning. Our team is dedicated to providing a truly whole-of-market offering, and we are committed to helping our Advisers succeed.

Why Choose Ortus PSR?

We understand that as a Self-Employed Financial Adviser, you value your independence and flexibility. That's why we offer a range of benefits, including:

  • A competitive 80/20 split from day one
  • The option to adjust to a 60/40 split with full admin and paraplanning support
  • Full ownership of clients
  • Compliance support with reports turned around in 24 hours
  • A truly whole-of-market offering

What Our Team Offers

Our team is dedicated to providing a supportive and collaborative environment for our Advisers. We believe that by working together, we can provide the best possible service to our clients.

Client Charges

We understand that client charges can be a concern for many Advisers. That's why we offer a transparent and flexible approach to client charges, with a cap of 3% on initial charges and 1% on recurring charges, all in line with consumer duty.