Financial Services Professional

6 days ago

St Albans, Hertfordshire, United Kingdom Ortus PSR Full time

We are partnering with Ortus PSR to find an experienced Financial Adviser to join their rapidly expanding team. If you are a skilled and self-driven financial professional with a talent for building client relationships, a passion for networking, and a commitment to providing outstanding service, this role could be your perfect match.

This position offers a competitive salary and bonus structure, along with the opportunity to manage an existing client portfolio, presenting a unique chance to make a substantial impact.

Key Responsibilities:

  • Cultivate and maintain relationships with existing clients and manage new client leads
  • Confidently conduct initial meetings through to implementation, including drafting suitability reports
  • Effectively service an existing book of clients

Preferred Requirements:

  • Diploma-level qualification with competent adviser status for at least 2 years
  • Proven experience as an independent financial adviser
  • Expertise in designing and delivering cash flow modelling to clients
  • Strong networking abilities and relationship-building skills
  • Chartered Financial Planner status or progress towards Chartered level is desirable
  • Familiarity with Intelligent Office (iO) and Voyant software is desirable

If you meet these qualifications and are excited to join a growing team, we encourage you to apply for this fantastic opportunity.

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