Values-Driven Financial Planner | Fixed-Fee Advisory Remote

Ortus PSR; Oxford; Hybrid; GBP 55,000 - 65,000; Full time

Job summary

A values-driven advisory firm in the UK is looking for a Financial Planner to provide high-quality financial advice in a hybrid/remote capacity. This role allows for freedom in growing your client base and offers a competitive salary, with the potential to earn up to £100,000 through bonuses. Strong client relationship management skills and financial planning expertise are essential, as is a willingness to contribute to a collaborative culture focused on client success.

Benefits

Performance-linked bonus structure

Equity options available

Flexible work environment

Qualifications

• Experience in financial planning with a focus on client-centered service.
• Ability to manage client relationships effectively and grow client base.
• Strong communication skills for client interactions.

Responsibilities

• Deliver high-quality financial advice with transparent pricing.
• Grow client base through various strategies like content creation and referrals.
• Contribute to the firm's growth by participating in collaborative projects.

Skills

Client relationship management

Financial advisory expertise

Communication skills

Job description

A values-driven advisory firm in the UK is looking for a Financial Planner to provide high-quality financial advice in a hybrid/remote capacity. This role allows for freedom in growing your client base and offers a competitive salary, with the potential to earn up to £100,000 through bonuses. Strong client relationship management skills and financial planning expertise are essential, as is a willingness to contribute to a collaborative culture focused on client success.