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Financial Adviser

2 months ago

Maidstone, Kent, United Kingdom Ortus PSR Full time
{"title": "Elevate Your Career as a Financial Adviser with Ortus PSR", "content": "

Unlock your full potential as a Financial Adviser with Ortus PSR, a leading wealth management firm dedicated to delivering bespoke and comprehensive wealth management solutions.

As a seasoned Financial Adviser, you will inherit a well-established client book and play a pivotal role in driving the firm's continued growth and success.

Key Highlights:

  • Established Client Book: Take ownership of a well-maintained client book, providing a strong foundation for success.
  • Dynamic Growth Environment: Join a firm committed to innovation and growth, offering the tools and support to excel in a competitive market.
  • Client-Centric Approach: Be part of a team that prioritizes client relationships, ensuring personalized service and long-term satisfaction.
  • Professional Development: Benefit from ongoing training, career progression opportunities, and support for further qualifications to enhance your expertise.

Compensation & Benefits:

  • Competitive Base Salary: £50,000 - £60,000, with expected earnings of £80,000, including performance-based bonuses.
  • Comprehensive Benefits: Enjoy a robust benefits package, including private healthcare, a generous pension scheme, and life insurance.
  • Flexible Working Options: Access to hybrid working arrangements that promote work-life balance.
  • Networking & Growth: Opportunities to participate in exclusive industry events and professional seminars, fostering both personal and business growth.

Your Role:

  • Client Management: Inherit and manage a portfolio of high-net-worth clients, providing personalized financial advice to maintain and enhance client relationships.
  • Strategic Planning: Conduct in-depth financial assessments and develop tailored financial plans, including investment strategies aligned with clients' long-term goals.
  • Client Communication: Deliver clear, proactive communication on financial matters, market trends, and investment strategies, ensuring clients are well-informed and confident in their financial decisions.
  • Business Development: Identify and capitalize on opportunities for expanding the client base, actively contributing to the firm's growth strategy through networking and client acquisition.
  • Compliance & Integrity: Ensure adherence to all regulatory requirements and company policies, maintaining the highest standards of professional conduct.

What We're Looking For:

  • Proven Expertise: Demonstrated success as a Financial Adviser, with a strong track record in managing and growing client books.
  • Industry Knowledge: Deep understanding of financial markets, investment products, and regulatory environments.
  • Communication Skills: Exceptional interpersonal and communication abilities, with a client-first mindset.
  • Team Player: Ability to collaborate effectively within a team-oriented, client-focused environment.

If you're ready to make a significant impact and elevate your career with Ortus PSR, apply today to become an integral part of our leading wealth management team.

"}