Independent Financial Adviser

Ortus PSR; Birmingham; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking motivated Financial Advisers who desire the freedom of self-employment while enjoying the backing of a well-respected wealth management firm. This role offers complete flexibility in managing your schedule and clients, along with access to a substantial client base and a wide range of financial products. With a competitive revenue share structure, continuous professional development, and comprehensive support, this opportunity is perfect for ambitious individuals ready to take control of their careers and deliver exceptional financial services. Embrace the chance to build your own business with the resources of a trusted brand.

Benefits

Flexible Working Hours

High Earning Potential

Comprehensive Support

Continuous Development Opportunities

Qualifications

• Diploma Level 4 qualified in Financial Planning or equivalent.
• Excellent client relationship management skills.

Responsibilities

• Deliver exceptional financial advice to clients.
• Manage your schedule and client relationships independently.

Skills

Client Relationship Management

Financial Planning

Self-Motivation

Entrepreneurial Mindset

Education

Diploma Level 4 in Financial Planning

Job description

Job Description

Are you a motivated Financial Adviser looking for the freedom and flexibility of self-employment, with the backing of a supportive and well-established wealth management firm? This opportunity could be the perfect fit, the firm offer a number of holistic solution and leads

A leading wealth management firm, known for delivering high-quality financial advice and tailored client services, is seeking experienced Financial Advisers to join their Self-Employed Adviser Proposition. This is an opportunity to build a business on your own terms while benefiting from the resources, support, and reputation of a respected industry leader. You will have access to both regulated and non regulated service offerings, meaning you can provide your customers with a truly holistic offering that helps them with both their liquid and business assets.

Why Join This Wealth Management Firm?

• Complete Flexibility: Manage your schedule, clients, and working environment. Whether you prefer remote work or occasional office access, the choice is entirely yours.
• High Earning Potential: A competitive and uncapped revenue share structure provides significant income opportunities based on individual performance and client growth.
• Client-First Approach: Advisers are given access to a substantial client base with the freedom and support to build their own portfolio.
• Full Support: Advisers benefit from comprehensive administrative, paraplanning, compliance, and marketing support, allowing them to focus on delivering excellent financial advice.
• Wide Product Range: Access to an extensive range of financial products and services designed to meet the diverse needs of clients.
• Continuous Development: Ongoing training and professional development opportunities are available to keep knowledge and skills up to date.
• Established Reputation: Advisers will work under a highly trusted brand, giving their clients confidence in their services.

Who Are They Looking For?

The firm is seeking experienced, ambitious, and self-motivated Financial Advisers who are eager to take control of their future and deliver exceptional financial advice to their clients.

Essential Requirements:

• Diploma Level 4 qualified (or equivalent) in Financial Planning.
• Excellent client relationship management skills with a dedication to outstanding customer service.
• Self-motivated and able to work independently with an entrepreneurial mindset.

Desirable:

• An existing client bank or a strong desire to build one,

What’s Next?

If you’re ready to take your career to the next level and embrace the flexibility of self-employment with the support of an established firm, don’t miss out on this exciting opportunity.