Financial Planner

Ortus PSR Ltd.; Liverpool; Hybrid; GBP 60,000; Full time

Job summary

Une entreprise de gestion de patrimoine de premier plan recherche un Conseiller Financier pour rejoindre une équipe collaborative, axée sur des solutions financières personnalisées pour des clients fortunés. Le poste implique la gestion d'un portefeuille, le développement de relations clientes et la fourniture de conseils financiers globaux dans un environnement transparent.

Benefits

Performance Bonus

Hybrid working

Collaborative Team Environment

Training and Development Opportunities

Qualifications

• Connaissance approfondie des marchés et produits financiers.
• Compétences en communication et relations interpersonnelles.
• Diplôme de niveau 4 en planification financière ou équivalent.

Responsibilities

• Construire et entretenir des relations avec des clients haut de gamme.
• Développer des portefeuilles d'investissement et des solutions fiscalement efficaces.
• Identifier de nouvelles opportunités commerciales par le réseautage.

Skills

Communication

Interpersonal Skills

Knowledge of Financial Markets

Education

Level 4 Diploma in Financial Planning

Job description

A leading Wealth Manager seeks a Financial Adviser to join a collaborative team focused on personalized financial solutions for high-net-worth clients. The role includes managing a portfolio, fostering client relationships, and delivering holistic financial advice in a transparent and supportive environment.

Performance Bonus

Qualifications

• Strong knowledge of financial markets and products.

Responsibilities

• Build and nurture relationships with high-net-worth clients.
• Develop investment portfolios and tax-efficient solutions.
• Identify new business opportunities through networking.

Skills

Communication

Interpersonal Skills

Knowledge of Financial Markets

Education

Level 4 Diploma in Financial Planning

Financial Adviser – Championing Client-Centered Financial Advice

Salary: Up to £60,000 per annum + Performance Bonus + Benefits

A top-tier Wealth Manager is sought to deliver a personal and transparent approach to financial advice. This role offers the chance to work with a collaborative and trusted team, renowned for putting clients first and providing clear, bespoke financial solutions.

About the Role:

The Financial Adviser will manage a portfolio of high-net-worth clients, offering tailored strategies that address life-changing financial decisions. This individual will also focus on building new relationships while fostering existing ones.

Why This Opportunity Stands Out:

• Collaborative Team: A supportive and friendly environment fostering growth and success, as well as offering hybrid working.
• Transparency and Integrity: Offering straightforward, trusted financial guidance.

Key Responsibilities:

• Build and nurture relationships with high-net-worth clients, providing bespoke financial advice.
• Develop investment portfolios, tax-efficient solutions, and holistic financial plans.
• Collaborate with internal teams to deliver comprehensive wealth management services.
• Identify new business opportunities through networking and referrals.

Qualifications:

• Level 4 Diploma in Financial Planning (or equivalent).
• Excellent communication and interpersonal skills.
• Strong knowledge of financial markets and products.

This is an exciting opportunity to be part of a trusted team, delivering financial peace of mind to clients.

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