Financial Adviser

Ortus PSR; Dundee; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in Dundee is looking for an ambitious Financial Adviser. This role offers the opportunity to build and expand client relationships with comprehensive support including paraplanning and lead generation. With a strong brand backing and resources for success, you can focus on client acquisition and develop a personal portfolio. You'll also have chances for Chartered sponsorship and inherit clients once growth is demonstrated.

Benefits

1.2x basic salary validation

25% bonus

Full paraplanning and admin support

Centrally generated leads

Sponsorship towards Chartered status

Responsibilities

• Building and expanding your own client portfolio through networking, referrals, and professional connections.
• Delivering seminars and events to attract new clients.
• Forming strategic partnerships with solicitors, accountants, and other introducers.
• Providing first-class financial planning across pensions, investments, protection, and estate planning.

Job description

We’re partnered with one of the UK’s most respected wealth management businesses to offer an exceptional opportunity for an ambitious Financial Adviser in Dundee.

If you’re driven by new business, client acquisition, and long-term growth, this is your chance to build something exceptional with the backing of a national brand that invests heavily in its advisers’ success.

You’ll have the freedom to focus on winning and growing client relationships, with full paraplanning, administrative, and lead generation support behind you.

What’s in it for you?

• Validation is 1.2x basic with 25% bonus thereafter
• Full paraplanning and admin support so you can focus on clients
• Centrally generated leads and business development resources
• Sponsorship towards Chartered status
• Potential to inherit clients once growth is proven
• Work with a firm with the scale, brand, and infrastructure to help you achieve your full potential

Your focus will be :

• Building and expanding your own client portfolio through networking, referrals, and professional connections
• Delivering seminars and events to attract new clients
• Forming strategic partnerships with solicitors, accountants, and other introducers
• Providing first-class financial planning across pensions, investments, protection, and estate planning