Financial Adviser - Guildford, United Kingdom - Ortus PSR

Ortus PSR

Verified Company

Guildford, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Are you = client-focused Financial Adviser seeking a rewarding career move? We have an exciting opportunity for a skilled individual to join our dynamic team and inherit a robust book of clients working for a directly authorised advisory firm.

The existing Adviser is retiring so they need sone who can cover the existing book and take on leads (10 a month) from their inhouse marketing team.

The Salary range for a Financial Adviser is £35,000 - £40,000 + bonus, as you will inherit an existing client bank you will be earning £60,000 including bonuses.

This role is remote covering clients South of the M25 and all business expenses are covered.

Key Responsibilities:
Manage and nurture an existing portfolio of clients, providing personalised financial advice and solutions.

Conduct thorough financial assessments to understand clients' goals, risk tolerance, and financial situations.

Develop and implement comprehensive financial plans tailored to meet clients' individual needs.

Stay updated on market trends, investment opportunities, and financial regulations to provide informed advice.

Foster strong client relationships through regular communication and proactive financial guidance.

To be considered:
Proven experience providing Financial Advice, happy to consider people who have completed Advise under supervision.

What is Offered:
A well-established client base to inherit and new business leads, providing immediate opportunities for client engagement and relationship-building.

Full Paraplanning and IFA Administration support.

Competitive compensation package with performance-based incentives.

Ongoing professional development and training opportunities.

Supportive and collaborative team environment.

Access to cutting-edge technology and resources to enhance client service.