Financial Adviser

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

Job summary

A respected wealth management firm in the UK is seeking an ambitious Financial Adviser to build and grow a client portfolio with comprehensive support. You will focus on client acquisition and managing client relationships, backed by administrative and lead generation resources. The ideal candidate should be diploma qualified and have a proven track record of winning clients. This position offers a competitive validation salary plus bonuses.

Benefits

Validation of 1.2x basic salary with a 25% bonus

Full paraplanning and admin support

Centrally generated leads

Sponsorship towards Chartered status

Potential to inherit clients

Qualifications

• Diploma qualified with the necessary certifications.
• Proven ability in winning new clients and growing revenue.
• Strong communication skills and a passion for delivering outstanding client service.

Responsibilities

• Build and expand your own client portfolio through networking.
• Deliver seminars and events to attract new clients.
• Provide financial planning across pensions, investments, protection, and estate planning.

Skills

Client acquisition

Building client relationships

Networking

Strong communication skills

Education

Diploma (Level 4) with CAS and SPS

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 Bristol.

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.