Financial Adviser - Chelmsford, United Kingdom - Ortus PSR

Ortus PSR
Ortus PSR
Verified Company
Chelmsford, United Kingdom

1 day ago

Tom O´Connor

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Tom O´Connor

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Description

Are you looking for a flexible Adviser opportunity that can support you in reaching your true earning potential without sacrificing the way you like to work?

The Role
This reputable and well-established practice can offer this role as either full time, part time or flexible working hours.

The role can be carried out remotely from anywhere across the southeast of the UK or working from their Bristol office.

Travel to clientsacross the UK is required, however likely concentrated in East Anglia in this instance.


You will be a remote based and face to face financial planning consultant in an employed role, working for a discretionary management investment firm, providing holistic financial planning advice to clients.


This would be an ideal role for someone who is proactive and good with client relationships and enjoys that aspect of a role.


You will have:


  • Level 4 diploma and CAS status.
  • Prior Advisory experience is essential.
  • Driving License

Salary & Benefits

  • Basic Salary £40,000 £50,000+ (Flexible based on experience)
  • Car Allowance: £450 p/m
  • PHI, PMI, 4x Death in Service.
  • 25 days Holiday + bank holidays increasing by 1 day every 3 years up to 30 days.

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