Financial Services Professional

4 days ago

Brierley Hill, Dudley, United Kingdom Ortus PSR Full time
Unlock Your Potential as a Self-Employed Financial Adviser

Are you a motivated and ambitious Financial Adviser looking for the freedom and flexibility of self-employment, with the backing of a supportive and well-established wealth management firm? This opportunity could be the perfect fit for you.

A leading wealth management firm, known for delivering high-quality financial advice and tailored client services, is seeking experienced Financial Advisers to join their Self-Employed Adviser Proposition. This is an opportunity to build a business on your own terms while benefiting from the resources, support, and reputation of a respected industry leader.

Why Choose Ortus PSR?
  • Complete Flexibility: Manage your schedule, clients, and working environment. Whether you prefer remote work or occasional office access, the choice is entirely yours.
  • High Earning Potential: A competitive and uncapped revenue share structure provides significant income opportunities based on individual performance and client growth.
  • Client-First Approach: Advisers are given access to a substantial client base with the freedom and support to build their own portfolio.
  • Full Support: Advisers benefit from comprehensive administrative, paraplanning, compliance, and marketing support, allowing them to focus on delivering excellent financial advice.
  • Wide Product Range: Access to an extensive range of financial products and services designed to meet the diverse needs of clients.
  • Continuous Development: Ongoing training and professional development opportunities are available to keep knowledge and skills up to date.
  • Established Reputation: Advisers will work under a highly trusted brand, giving their clients confidence in their services.
What We're Looking For

We're seeking experienced, ambitious, and self-motivated Financial Advisers who are eager to take control of their future and deliver exceptional financial advice to their clients.

Essential Requirements:

  • Diploma Level 4 qualified (or equivalent) in Financial Planning.
  • At least 2 years of experience in delivering regulated financial advice.
  • Excellent client relationship management skills with a dedication to outstanding customer service.
  • Self-motivated and able to work independently with an entrepreneurial mindset.

Desirable:

  • An existing client bank or a strong desire to build one.

If you're ready to take your career to the next level and embrace the flexibility of self-employment with the support of an established firm, we encourage you to explore this opportunity further.

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