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Financial Adviser

2 months ago

Bristol, Bristol, United Kingdom Ortus PSR Full time
Unlock Your Potential as a Financial Adviser

Are you a motivated and client-focused individual seeking a new challenge in the financial services industry? Ortus PSR is seeking a dedicated Financial Adviser to join their team in Bristol, South West England.

Role Overview:
  • Position: Permanent Financial Adviser
  • Location: Bristol, South West England
  • Experience: Financial Advisor
  • Company Size: 11-35 employees

As a Financial Adviser with Ortus PSR, you will have the opportunity to utilize your expertise to provide valuable financial advice and guidance to individuals and businesses. This role offers the chance to work within a dynamic team and contribute to the growth and success of the company.

Key Requirements:
  • Proven experience in a client-facing Senior Paraplanner or Associate Financial Advisor role
  • Strong understanding of financial products and services
  • Excellent communication and interpersonal skills
  • Ability to build and maintain client relationships
  • Level 4 Diploma qualification essential, Advanced status with CII is advantageous

Our client offers a supportive work environment, tons of opportunities for professional development and career progression, and in return, offer a competitive base salary between £40-50K DOE plus a great bonus structure.

Join Ortus PSR and make a positive impact by helping individuals and businesses achieve their financial goals.