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Financial Consultant

2 months ago

St Albans, Hertfordshire, United Kingdom Ortus PSR Full time

Job Summary:

Ortus PSR is seeking an experienced Financial Adviser to join our team in a rapidly expanding role. As a skilled and self-driven financial professional, you will be responsible for cultivating and maintaining relationships with clients, managing new client leads, and providing outstanding service.

Key Responsibilities:

  • Cultivate and maintain relationships with clients
  • Manage new client leads
  • Conduct initial meetings through to implementation
  • Draft suitability reports
  • Service an existing book of clients

Preferred Qualifications:

  • Diploma-level qualification with competent adviser status
  • Proven experience as an independent financial adviser
  • Expertise in cash flow modelling
  • Strong networking and relationship-building skills
  • Chartered Financial Planner status or progress towards Chartered level
  • Familiarity with Intelligent Office (iO) and Voyant software

About Ortus PSR:

Ortus PSR is a dynamic and growing company that values excellence and innovation. We offer a comprehensive benefits package, including a competitive salary and bonus structure, opportunity to manage an existing client portfolio, and potential to make a substantial impact.