Senior Financial Adviser: Affluent Portfolios & Growth

Ortus PSR Ltd.; Meriden; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading financial planning firm in the UK seeks a Financial Planner/Advisor who is client-focused and ready to foster meaningful change in the lives of clients. This role offers the unique opportunity to manage high-value portfolios, build robust networks with referral partners, and thrive in a collaborative team environment. If you have a proven track record in the UK market and a commitment to ethical financial planning, join us in delivering unmatched results and building lasting relationships with clients.

Qualifications

• Demonstrated experience managing affluent client portfolios.
• Essential experience as a Financial Adviser in the UK market.
• Strong ability to develop networks through referrals.

Responsibilities

• Deliver client-centric financial advice.
• Cultivate powerful referral networks.
• Manage high-value client portfolios with tailored solutions.
• Collaborate actively with a dedicated support team.

Skills

Client-focused financial planning

Business development

Networking with accountants and solicitors

Persuasive communication

Managing high-value portfolios

Team collaboration

Job description

A leading financial planning firm in the UK seeks a Financial Planner/Advisor who is client-focused and ready to foster meaningful change in the lives of clients. This role offers the unique opportunity to manage high-value portfolios, build robust networks with referral partners, and thrive in a collaborative team environment. If you have a proven track record in the UK market and a commitment to ethical financial planning, join us in delivering unmatched results and building lasting relationships with clients.