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Financial Planner

2 months ago

Fareham, Hampshire, United Kingdom Ortus PSR Full time
About the Role

We're seeking a skilled Financial Planner to join our dynamic team in Surrey. As a Chartered Financial Adviser, you'll take ownership of a portfolio of clients, providing expert advice on financial planning, retirement, and legacy strategies.

Key Responsibilities
  • Deliver tailored financial advice on retirement, legacy planning, protection, and investments
  • Build and foster long-term relationships with clients, business owners, families, and trusts
  • Ensure a client-first approach while adhering to regulatory standards
  • Stay updated on market trends, products, and industry regulations
  • Mentor and lead a small team of advisers, maintaining high professional standards
What We're Looking For
  • A Chartered Financial Planner with experience of developing team members
  • Proven ability to deliver high-quality, goal-driven financial planning
  • Strong skills in building and maintaining client relationships through referrals and professional networks
  • Excellent communication and leadership abilities within the financial services sector
What's in It for You
  • Competitive salary with an uncapped bonus structure based on revenue generation
  • Manage and grow an existing client bank with cutting-edge technology and systems at your disposal
  • Join an award-winning team recognized for industry excellence
  • Full benefits package, including private medical insurance, pension, and income protection
  • Access to industry-leading sales programs and full support for professional exams and qualifications
  • Pathway to partnership and potential equity ownership, giving you a real stake in the firm's future