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Financial Services Professional
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As a Financial Adviser at Ortus PSR, you will have the unique opportunity to work closely with our Managing Director, gaining invaluable mentorship and guidance. You will be entrusted with a selection of clients to kickstart your portfolio and will actively engage in marketing and networking to attract and retain clients with significant assets.
Key Responsibilities- Provide tailored financial advice to clients with substantial assets, ensuring their financial goals are met.
- Collaborate with the Managing Director to enhance your advisory skills and industry knowledge.
- Develop and implement marketing strategies to attract new clients.
- Network with potential clients to establish and grow a strong client base.
- Maintain up-to-date knowledge of financial products, legislation, and industry trends.
- Deliver exceptional client service, ensuring long-term relationships and client satisfaction.
- Mentorship and training from an experienced Managing Director.
- Access to an established client base to help you get started.
- Opportunities to market and network with high-net-worth individuals.
- A supportive environment with a focus on professional development.
- Proven experience in financial advising or a related field.
- Demonstrable success in managing client portfolios and providing sound financial advice.
- Strong understanding of financial markets, products, and regulations.
- Excellent communication, networking, and relationship-building skills.
- Ambition and drive to develop a successful career in financial advisory services.
- Relevant financial qualifications (e.g., DipFA, CII, or equivalent).
