Financial Adviser

Ortus PSR Ltd.; Birmingham; On-site; GBP 60,000 - 80,000; Full time

Job summary

Join Ortus PSR Ltd., a leading Independent Financial Adviser firm, as a Financial Adviser. This role provides a unique opportunity to work closely with experienced executives, managing a portfolio of high-net-worth clients while developing essential consultancy skills. Suitable for motivated professionals aiming for a rewarding career with strong earning potential.

Benefits

Mentorship from an experienced Managing Director

Access to an established client base

Focus on professional development

Qualifications

• Proven experience in financial advising or related field.
• Strong understanding of financial markets and products.
• Ambition to develop a successful career in financial advisory.

Responsibilities

• Provide tailored financial advice to clients with significant assets.
• Develop marketing strategies to attract new clients.
• Deliver exceptional client service ensuring satisfaction.

Skills

Communication

Networking

Relationship Building

Education

DipFA

CII

Job description

Join a leading Directly authorised Independent Financial Adviser (IFA) firm renowned for delivering exceptional financial services to high-net-worth individuals. Our firm is dedicated to providing personalised financial advice to clients with an average of £1.5 million in Assets Under Management (AUM) per client. We are seeking a dynamic and ambitious Financial Adviser to join our team and help grow our client base. You will be working with us to target aspirational business leaders who can benefit from fully holistic financial advice.

Salary Range is £60,000 - £80,000, earning potential north of £100,000

About the Role:

As a Financial Adviser, you will have the unique opportunity to work closely with our Managing Director, gaining invaluable mentorship and guidance. You will 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 £1 million AUM. This role is ideal for a proactive professional looking to develop consultancy skills and build a robust client bank of high-net-worth (HNW) individuals.

Key Responsibilities:

• Provide tailored financial advice to clients with significant 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 HNW 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).

How to Apply:

If you are a motivated Financial Adviser ready to take your career to the next level with an industry-leading firm and like the sound of what are client is offering we want to hear from you. Please submit your CV and a cover letter detailing your experience and suitability for the role to