Financial Adviser - Tech-Powered Growth & Equity

Ortus PSR Ltd.; Greater London; Hybrid; GBP 90,000 - 130,000; Full time

Job summary

A leading financial advisory firm in London is seeking driven Financial Advisers who are ready to break away from outdated wealth management. With a focus on client-first service, you will have autonomy in managing your client bank and utilize advanced technology for financial planning. The role offers a competitive base salary up to £90,000 with bonuses exceeding £130,000, alongside a flexible hybrid working model and comprehensive benefits including private medical insurance and income protection.

Benefits

Private medical insurance

Income protection

Death in service

Flexible working model

Career advancement tools

Qualifications

• A dedicated Financial Adviser with passion for positive impact.
• Minimum Level 4 Diploma in Financial Advice required.
• Dynamic team player valuing integrity, innovation, success.

Responsibilities

• Cultivate and manage your own client bank.
• Deliver holistic, tailored financial planning advice.
• Use state-of-the-art technology for service delivery.

Skills

Client-first service

Financial planning advice

Building trust-based relationships

Education

Level 4 Diploma in Financial Advice (CII, CISI)

Tools

Digital tools and technology

Job description

A leading financial advisory firm in London is seeking driven Financial Advisers who are ready to break away from outdated wealth management. With a focus on client-first service, you will have autonomy in managing your client bank and utilize advanced technology for financial planning. The role offers a competitive base salary up to £90,000 with bonuses exceeding £130,000, alongside a flexible hybrid working model and comprehensive benefits including private medical insurance and income protection.