Remote Private Client Wealth Advisor

Ortus PSR; Crawley; Remote; GBP 60,000 - 80,000; Full time

Job summary

A growing wealth management business in the United Kingdom is seeking an ambitious Financial Adviser to join their team. This remote role offers a unique opportunity to take over an existing portfolio and deliver high-quality financial planning to private clients. Candidates will benefit from a supportive advice model and a business strategy focused on acquiring retiring adviser books. The role promises stable income and strong earnings potential by developing long-term client relationships and providing valuable advice.

Responsibilities

• Deliver holistic financial planning to private clients.
• Conduct client reviews primarily via Teams or phone.
• Identify planning opportunities across pensions and investments.

Job description

A growing wealth management business in the United Kingdom is seeking an ambitious Financial Adviser to join their team. This remote role offers a unique opportunity to take over an existing portfolio and deliver high-quality financial planning to private clients. Candidates will benefit from a supportive advice model and a business strategy focused on acquiring retiring adviser books. The role promises stable income and strong earnings potential by developing long-term client relationships and providing valuable advice.