Financial Services Professional
3 days ago
Are you a motivated and ambitious Financial Advisor looking for the freedom and flexibility of self-employment, with the backing of a supportive and well-established wealth management firm? This opportunity could be the perfect fit for you.
A leading wealth management firm, known for delivering high-quality financial advice and tailored client services, is seeking experienced Financial Advisors to join their Self-Employed Adviser Proposition. This is an opportunity to build a business on your own terms while benefiting from the resources, support, and reputation of a respected industry leader.
Why Choose Ortus PSR?- Complete Flexibility: Manage your schedule, clients, and working environment. Whether you prefer remote work or occasional office access, the choice is entirely yours.
- High Earning Potential: A competitive and uncapped revenue share structure provides significant income opportunities based on individual performance and client growth.
- Client-First Approach: Advisers are given access to a substantial client base with the freedom and support to build their own portfolio.
- Full Support: Advisers benefit from comprehensive administrative, paraplanning, compliance, and marketing support, allowing them to focus on delivering excellent financial advice.
- Wide Product Range: Access to an extensive range of financial products and services designed to meet the diverse needs of clients.
- Continuous Development: Ongoing training and professional development opportunities are available to keep knowledge and skills up to date.
- Established Reputation: Advisers will work under a highly trusted brand, giving their clients confidence in their services.
We're seeking experienced, ambitious, and self-motivated Financial Advisors who are eager to take control of their future and deliver exceptional financial advice to their clients.
Essential Requirements:
- Diploma Level 4 qualified (or equivalent) in Financial Planning.
- At least 2 years of experience in delivering regulated financial advice.
- Excellent client relationship management skills with a dedication to outstanding customer service.
- Self-motivated and able to work independently with an entrepreneurial mindset.
Desirable:
- An existing client bank or a strong desire to build one.
-
Brierley Hill, Dudley, United Kingdom Robinson Financial Careers Full timeAbout the RoleWe are seeking a highly skilled and motivated Paraplanner to join our team at Robinson Financial Careers. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers in preparing recommendations and maintaining client records.Key ResponsibilitiesLiaise with various providers to gather and correlate plan/policy...
-
Brierley Hill, Dudley, United Kingdom Robinson Financial Careers Full timeJob SummaryWe are seeking a highly skilled and motivated Paraplanner to join our team at Robinson Financial Careers. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers in preparing recommendations and maintaining client records.Key ResponsibilitiesLiaise with various providers to gather and correlate plan/policy information,...
-
Brierley Hill, Dudley, United Kingdom Robinson Financial Careers Full timeJob SummaryWe are seeking a highly skilled and motivated Paraplanner to join our team at Robinson Financial Careers. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers in preparing recommendations and maintaining client records.Key ResponsibilitiesLiaise with various providers to gather and correlate plan/policy information,...
-
Brierley Hill, Dudley, United Kingdom Robinson Financial Careers Full timeAbout the RoleWe are seeking a highly skilled and motivated Paraplanner to join our team at Robinson Financial Careers. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers in preparing recommendations and maintaining client records.Key ResponsibilitiesLiaise with various providers to gather and correlate plan/policy...
-
Senior Financial Professional
6 days ago
Brierley Hill, Dudley, United Kingdom Trinity Personnel Full timeAbout Trinity Personnel:We are partnering with a well-established, medium-sized professional services firm seeking an experienced Senior Accountant to join their collaborative team. This is a fantastic opportunity for an individual with a strong background in financial management to advance their career in a supportive, dynamic environment.Key...
-
Senior Financial Professional
1 week ago
Brierley Hill, Dudley, United Kingdom Trinity Personnel Full timeAbout Trinity Personnel:We are partnering with a well-established, medium-sized professional services firm seeking an experienced Senior Accountant to join their collaborative team. This is a fantastic opportunity for an individual with a strong background in financial management to advance their career in a supportive, dynamic environment.Key...
-
Senior Financial Professional
6 days ago
Brierley Hill, Dudley, United Kingdom Trinity Personnel Full timeAbout the Role:We are partnering with a well-established, medium-sized professional services firm to find an experienced Senior Accountant to join their collaborative team. This is a fantastic opportunity for an individual with a strong background in a professional practice to advance their career in a supportive, dynamic environment.Key...
-
Senior Financial Professional
7 days ago
Brierley Hill, Dudley, United Kingdom Trinity Personnel Full timeAbout the Role:We are partnering with a well-established, medium-sized professional services firm to find an experienced Senior Accountant to join their collaborative team. This is a fantastic opportunity for an individual with a strong background in a professional practice to advance their career in a supportive, dynamic environment.Key...
-
Senior Financial Professional
3 days ago
Brierley Hill, Dudley, United Kingdom Trinity Personnel Full timeAbout Trinity Personnel:We are partnering with a well-established, medium-sized professional services firm based in the UK, currently seeking an experienced Senior Accountant to join their friendly and collaborative team. This is a fantastic opportunity for an individual with a strong background in a professional practice to advance their career in a...
-
Senior Financial Professional
3 days ago
Brierley Hill, Dudley, United Kingdom Trinity Personnel Full timeAbout Trinity Personnel:We are partnering with a well-established, medium-sized professional services firm based in the UK, currently seeking an experienced Senior Accountant to join their friendly and collaborative team. This is a fantastic opportunity for an individual with a strong background in a professional practice to advance their career in a...
-
Junior Financial Services Coordinator
7 days ago
Brierley Hill, Dudley, United Kingdom Brevere Group Full timeJoin a dynamic and supportive environment at Brevere Group, a leading wealth management practice, as a Financial Services Administrator. We are seeking a professional and proactive individual to provide administrative support to our Financial Advisers and Paraplanning team. The successful candidate will have experience within a professional services...
-
Financial Services Role
1 week ago
Brierley Hill, Dudley, United Kingdom Rekroot Full timeJob Title: Semi Senior AccountantAbout the Role:We are seeking a highly skilled and experienced Semi Senior Accountant to join our team at Rekroot. As a Semi Senior Accountant, you will play a key role in preparing financial statements, accounting schedules, and ensuring a high level of service to meet client expectations.Key Responsibilities:Prepare...
-
Brierley Hill, Dudley, United Kingdom Medlock Partners Full timeAbout the RoleWe are seeking a highly skilled and motivated Paraplanner to join our team at Medlock Partners. As a Paraplanner, you will play a crucial role in supporting our top-performing Financial Planners in delivering exceptional client service.Key ResponsibilitiesProcess new business and client illustrations, ensuring accuracy and efficiency.Prepare...
-
Brierley Hill, Dudley, United Kingdom Medlock Partners Full timeAbout the RoleWe are seeking a highly skilled and motivated Paraplanner to join our team at Medlock Partners. As a Paraplanner, you will play a crucial role in supporting our top-performing Financial Planners in delivering exceptional client service.Key ResponsibilitiesProcess new business and client illustrations, ensuring accuracy and efficiency.Prepare...
-
Junior Financial Services Coordinator
1 week ago
Brierley Hill, Dudley, United Kingdom Medlock Partners Full timeJob DescriptionCompany OverviewMedlock Partners is a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities.Job SummaryWe are seeking a highly...
-
Junior Financial Services Coordinator
1 week ago
Brierley Hill, Dudley, United Kingdom Medlock Partners Full timeJob DescriptionCompany OverviewMedlock Partners is a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities.Job SummaryWe are seeking a highly...
-
Financial Services Senior
1 week ago
Brierley Hill, Dudley, United Kingdom Bennett and Game Recruitment LTD Full timeAudit and Accounts Senior OpportunityBennett and Game Recruitment LTD is seeking a highly skilled Audit and Accounts Senior to join their team. As a well-established firm of chartered accountants, they provide a range of services to a diverse client base.This is an excellent opportunity for a motivated and experienced professional to take their career to the...
-
Accounting Professional
6 days ago
Brierley Hill, Dudley, United Kingdom Trinity Personnel Full timeAbout Trinity Personnel:We are a well-established recruitment agency based in the UK, specializing in placing talented professionals in top accounting firms. Our team is dedicated to providing exceptional service and support to both our clients and candidates.Key Responsibilities:Assisting with the preparation of financial statements and reports for our...
-
Accounting Professional
7 days ago
Brierley Hill, Dudley, United Kingdom Trinity Personnel Full timeAbout Trinity Personnel:We are a well-established recruitment agency based in the UK, specializing in placing talented professionals in top accounting firms. Our team is dedicated to providing exceptional service and support to both our clients and candidates.Key Responsibilities:Assisting with the preparation of financial statements and reports for our...
-
Financial Planning Consultant
4 weeks ago
Brierley Hill, Dudley, United Kingdom NJR Recruitment Full time £35,000Position OverviewWe are seeking a dedicated Financial Planning Consultant to join our team at NJR Recruitment. This role is pivotal in providing exceptional client service and financial guidance.Key ResponsibilitiesEngage with clients to understand their financial objectives and develop tailored strategies.Utilize your expertise in Pensions and Investments...
