Financial Adviser

Ortus PSR Ltd.; Wimborne Minster; On-site; GBP 45,000 - 90,000; Full time

Job summary

Join a prestigious wealth management firm as a Financial Adviser, where you will manage a thriving client portfolio worth £50M. This role offers significant earning potential, supported by dedicated administrative resources and strategic partnerships to enhance client introductions, promoting your professional growth and success.

Benefits

Full administrative support

Established client portfolio

Strategic partnerships with solicitors and accountants

Qualifications

• Diploma-qualified in Financial Planning or nearly completed.
• Proven experience in an Independent Financial Advisory (IFA) environment.
• Ambition for professional growth.

Responsibilities

• Manage and advise approximately 130 clients with a focus on financial objectives.
• Conduct bi-annual client reviews and offer tailored investment solutions.
• Provide exceptional financial advice with full administrative support.

Skills

Client management skills

Relationship-building

Financial planning knowledge

Education

Diploma in Financial Planning

Job description

Financial Adviser Opportunity – Established Client Portfolio & Career Advancement

Are you ready to enhance your financial advisory career?

Join our prestigious wealth management firm as a Financial Adviser and take over a thriving, established client portfolio. This exceptional opportunity suits a motivated professional aiming for immediate impact and substantial earning potential.

Salary: Up to £45,000 basic, with ongoing earnings expected at £90,000+

Location: Wimborne

What We Offer:

• Established Client Portfolio: Approximately 130 clients, with total Assets Under Management (AUM) of £50M.

• High-Net-Worth Client Base: Clients typically possess a minimum of £120,000 AUM, with many exceeding £500,000.

• Strategic Partnerships: Benefit from established joint ventures with solicitors and accountants, ensuring ongoing high-quality client introductions.

• Full Administrative Support: Dedicated paraplanning and administrative resources, allowing you to concentrate on delivering exceptional financial advice and maintaining strong client relationships.

• Proven Investment Management: Conduct bi-annual client reviews, providing tailored investment solutions aligned with clients’ long-term financial objectives.

Candidate Requirements:

• Diploma-qualified in Financial Planning (or nearly completed)

• Proven experience in an Independent Financial Advisory (IFA) environment

• Exceptional relationship-building and client-management skills

• Ambition to grow professionally within a supportive, progressive environment

Why Join Our Team?

This unique position offers the immediate benefit of a robust, well-maintained client portfolio, ensuring significant earning potential and exceptional career progression opportunities within our dynamic, growth-oriented firm.

Apply today to advance your career as a Financial Adviser!