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Financial Services Professional

2 months ago

Oxford, Oxfordshire, United Kingdom Ortus PSR Full time
{"title": "Financial Adviser Role", "content": "Unlock Your Potential as a Financial Adviser

At Ortus PSR, we're seeking a skilled Financial Adviser to join our team and help us deliver exceptional financial services to high-net-worth individuals. As a Financial Adviser, you'll have the opportunity to work closely with our Managing Director, gaining invaluable mentorship and guidance. You'll be entrusted with a selection of clients to kickstart your portfolio and will actively engage in marketing and networking to attract and retain clients with significant assets.

About the Role
  • Provide tailored financial advice to clients with substantial assets, ensuring their financial goals are met.
  • Collaborate with the Managing Director to enhance your advisory skills and industry knowledge.
  • Develop and implement marketing strategies to attract new clients.
  • Network with potential clients to establish and grow a strong client base.
  • Maintain up-to-date knowledge of financial products, legislation, and industry trends.
  • Deliver exceptional client service, ensuring long-term relationships and client satisfaction.
What We Offer
  • Mentorship and training from an experienced Managing Director.
  • Access to an established client base to help you get started.
  • Opportunities to market and network with high-net-worth individuals.
  • A supportive environment with a focus on professional development.
Candidate Requirements
  • Proven experience in financial advising or a related field.
  • Demonstrable success in managing client portfolios and providing sound financial advice.
  • Strong understanding of financial markets, products, and regulations.
  • Excellent communication, networking, and relationship-building skills.
  • Ambition and drive to develop a successful career in financial advisory services.
  • Relevant financial qualifications (e.g., DipFA, CII, or equivalent).
", "lang_code": "en-US"}