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Financial Planning Specialist

2 months ago

Reading, Reading, United Kingdom Ortus PSR Full time
Financial Adviser Job Description

About Ortus PSR

Ortus PSR is a dynamic and client-focused financial services firm dedicated to delivering independent, personalized advice to our clients. With over 20 years of collective experience in the Financial Planning industry, our team comprises seasoned professionals who are passionate about helping clients achieve their financial goals.

Job Summary

We are seeking a highly skilled Financial Adviser to join our team. As a Financial Adviser at Ortus PSR, you will be responsible for helping clients achieve their financial dreams by offering expert advice on investments, pensions, and wealth management. You will develop and implement investment strategies tailored to each client's unique financial situation, stay ahead of financial trends, and ensure all financial advice complies with the latest regulations and ethical standards.

Key Responsibilities

  • Client Engagement: Build and maintain strong, trust-based relationships with clients, earning their confidence and loyalty.
  • Financial Strategy: Develop and implement investment strategies tailored to each client's unique financial situation.
  • Market Awareness: Stay ahead of financial trends, economic conditions, and investment opportunities to provide informed advice.
  • Regulatory Compliance: Ensure all financial advice complies with the latest regulations and ethical standards.
  • Client Relationships: Build and maintain strong, trust-based relationships with clients, earning their confidence and loyalty.
  • Education & Reporting: Educate clients on financial principles and provide regular updates on their investment performance and progress toward their financial goals.

Requirements

  • Qualifications: Level 4 Diploma in Financial Planning (or equivalent).
  • Experience: Proven experience in developing and managing client relationships in the financial advisory sector.
  • Passion: A genuine passion for helping clients secure their financial futures.