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Financial Consultant
2 months ago
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.