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Financial Consultant

2 months ago


Ellesmere Port, Cheshire, United Kingdom Ortus PSR Full time

Financial Advisor Role at Ortus PSR

We are seeking a highly skilled and experienced Financial Advisor to join our team at Ortus PSR, a leading wealth management firm. As a Financial Advisor, you will be responsible for providing expert advice to our clients on their financial matters, including pension transfers, investments, and wealth management.

About the Role:

  • Client Relationship Management: Develop and maintain strong relationships with our clients, providing them with tailored financial advice and solutions to meet their individual needs.
  • New Business Development: Identify and pursue new business opportunities, building relationships with potential clients and promoting our services to them.
  • Project-Based Work: Work on complex projects, providing expert advice to clients on their pension entitlements and other financial matters.

Key Responsibilities:

  • Financial Planning: Create and implement comprehensive financial plans for our clients, taking into account their individual goals, risk tolerance, and financial situation.
  • Investment Advice: Provide expert advice on investment opportunities, helping our clients to make informed decisions about their financial investments.
  • Pension Transfer Services: Assist clients with pension transfers, ensuring that they receive the best possible advice and guidance throughout the process.

Why Ortus PSR?

  • Competitive Salary: We offer a competitive salary and bonus structure, reflecting your skills and experience.
  • Benefits Package: Our benefits package includes a pension scheme, death in service benefit, and healthcare cash plan.
  • Opportunities for Growth: We offer opportunities for career development and growth, with a clear path for progression within the company.

This is an exciting opportunity to join a dynamic and supportive team, working with a wide range of clients and providing expert financial advice to help them achieve their goals.