Financial Adviser

Ortus PSR Ltd.; New Penshaw; On-site; GBP 40,000 - 70,000; Full time

Job summary

A leading wealth management firm in New Penshaw seeks an ambitious Financial Adviser. You will focus on client acquisition, supported by administrative resources and paraplanning. The role offers an attractive validation system, full support to grow your portfolio, and the opportunity to advance your career in finance.

Benefits

Validation of 1.2x basic salary

25% bonus opportunities

Sponsorship towards Chartered status

Qualifications

• Proven ability in winning new clients and growing revenue.
• Entrepreneurial mindset and a desire to advance.

Responsibilities

• Building and expanding your client portfolio.
• Delivering seminars and events to attract new clients.
• Providing first-class financial planning across various services.

Skills

Client acquisition

Networking

Communication skills

Financial planning

Education

Diploma qualified (Level 4)

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

What we’re looking for:

• Diploma qualified (Level 4) with CAS and SPS
• Proven ability in winning new clients and growing revenue
• Entrepreneurial mindset with a desire to take your career to the next level
• Strong communication skills and a passion for delivering outstanding client service

If you’re ready to accelerate your earnings, grow your client base, and work with a firm that rewards success, apply now.