Financial Advisor

2 weeks ago


Brighton, Brighton and Hove, United Kingdom Ortus PSR Full time
About Ortus PSR

Ortus PSR is a leading provider of financial advisory services, dedicated to empowering financial professionals to excel in their careers.

Role Overview

As a Financial Adviser at Ortus PSR, you will have the opportunity to manage and develop a portfolio of clients, providing expert advice on pensions, investments, protection, and more.

Key Responsibilities
  • Client Portfolio Management: Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Financial Planning: Conduct thorough financial reviews, identify client needs, and create personalized financial plans to achieve their goals.
  • Market Knowledge: Stay up-to-date with market trends, new products, and regulatory changes to provide the best possible advice to clients.
  • Business Development: Identify opportunities to grow the business, develop new relationships, and increase revenue.
What We Offer

At Ortus PSR, we offer a supportive and collaborative work environment, with opportunities for professional development and growth. Our team is committed to delivering exceptional client service and achieving outstanding results.

Requirements

To be successful in this role, you will need to have:

  • Qualifications: Hold the Level 4 Diploma in Financial Services (or equivalent).
  • Experience: Have a proven track record of success in a financial advisory role.
  • Skills: Possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.

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