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    Senior Independent Financial Adviser - London (Greater), United Kingdom - Ortus PSR

    Ortus PSR
    Ortus PSR London (Greater), United Kingdom

    2 weeks ago

    Default job background
    Part time, Full time
    Description
    **Location:
    • Lovely Offices near Hyde Park
    Join my clients vibrant team at a prestigious Independent Financial Advice firm nestled near Hyde Park.

    We specialise in serving clients in the media and creative industries, offering tailored financial solutions and hosting engaging networking events.

    With a focus on excellence and innovation, they are committed to providing exceptional service to their esteemed clientele.

    My client is currently seeking an experienced Senior Independent Financial Adviser to play a pivotal role in our team. The ideal candidate should have a minimum of 5 years of experience in financial advising, with Chartered status preferred.

    Based in our delightful offices near Hyde Park, this position offers an exciting opportunity for someone who thrives on both client acquisition and delivering meticulous service.


    **Responsibilities:**- Provide expert financial advice and guidance to high-net-worth clients in the media and creative industries.- Cultivate and maintain strong relationships with clients through regular communication and personalized service.- Actively prospect for new business opportunities and expand the client base through networking and referrals.- Develop comprehensive financial plans tailored to clients' individual goals and objectives.- Stay abreast of market trends, investment opportunities, and regulatory changes to provide informed recommendations.


    Requirements:- Minimum 5 years of experience as a Financial Adviser.- Chartered status is preferred.- Proven track record of managing and growing a substantial client portfolio.- Strong networking skills with the ability to connect with clients in the media and creative sectors.- Dedication to providing exceptional client service and attention to detail.- Existing client following with a minimum of £50M AUM.


    Perks:- Competitive salary up to £130K base for right individual and performance-based bonuses.- Lovely offices near Hyde Park with modern amenities and a vibrant atmosphere.- Fun social networking events and opportunities for professional development.- Supportive team environment with a focus on collaboration and growth.

    If you are a results-driven and client-focused Financial Adviser with a passion for the media and creative sectors, we invite you to apply
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