Growth-Driven Financial Adviser with Full Support & Leads

Ortus PSR; Wakefield; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in Wakefield seeks an ambitious Financial Adviser to build and expand a client portfolio. You'll receive full paraplanning and admin support, alongside resources for business development. This role offers excellent potential for growth and the opportunity to inherit clients as you demonstrate success. Ideal candidates are driven by client relationships and have experience in financial planning. Attractive compensation package including validation and bonuses available.

Benefits

Validation is 1.2x basic with 25% bonus thereafter

Full paraplanning and admin support

Centrally generated leads

Sponsorship towards Chartered status

Potential to inherit clients

Qualifications

• Ambitious with a drive for new business and client acquisition.
• Ability to build and grow client relationships.
• Experience in financial planning across pensions, investments, protection, and estate planning.

Responsibilities

• Building and expanding your own client portfolio through networking.
• Delivering seminars and events to attract new clients.
• Forming strategic partnerships with solicitors and accountants.

Job description

A leading wealth management firm in Wakefield seeks an ambitious Financial Adviser to build and expand a client portfolio. You'll receive full paraplanning and admin support, alongside resources for business development. This role offers excellent potential for growth and the opportunity to inherit clients as you demonstrate success. Ideal candidates are driven by client relationships and have experience in financial planning. Attractive compensation package including validation and bonuses available.