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Wealth Management Professional

1 month ago

London, Greater London, United Kingdom Ortus PSR Full time
About Ortus PSR

Ortus PSR is a pioneering full-service wealth management firm that combines the strength of a FTSE 100 company with the personal service and trusted advice of a Partner-owned firm.

We build intelligent, holistic, and tax-efficient wealth management programs for a select group of private clients, families, and institutions.

Our Opportunity

We are seeking a driven and entrepreneurial individual to join our leading Wealth Managers in the UK.

Our proven success in developing and nurturing successful advisers means that we can offer you:

  • High-quality leads - guaranteed meetings booked into your diary
  • Excellent back-office support with administration and paraplanning
  • An experienced management team
  • Mentorship
  • Structured operational environment
  • Great team culture
  • Uncapped earning potential
About the Role

We are looking for qualified, experienced Financial/Wealth Advisors with a minimum of 2 years' industry experience to join our team.

You will have a strong motivation to develop your business, natural interest, and understanding of developments in private wealth and investment management.

We have extensive experience in developing individuals from an employed role and transitioning them into business owners of their own wealth management business.

You will receive coaching from some of the most experienced and respected individuals in the wealth management industry.

Requirements


• Qualified with a QCF Level 4 Diploma


• Advisory experience


• Experience working with High Net Worth clients


• Demonstrate how you have built and maintained a client base


• Deep desire to grow and succeed
• Team player who wants to work with us to continue to build our successful Practice

Benefits

Highly Competitive Package

The firm has a strong culture of developing and nurturing its advisers with a track record of achieving earnings between £80,000 to £350,000+

The package includes the following:

  • This role is offered both employed or self-employed
  • Remuneration for employed varies depending on your experience and client following. For self-employed it is equivalent to 50% - 70% of fee income
  • Comprehensive training and development program
  • We have a Marketing and Business Development team who are sourcing quality leads so you don't have to
  • We book 10 meetings with HNW individuals into your diary every month
  • Administration and Paraplanning support - based in Canary Wharf
  • Operational costs covered
  • A clear pathway to client base ownership