Independent Financial Adviser - North West London, United Kingdom - Ortus PSR

Ortus PSR
Ortus PSR
Verified Company
North West London, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description

My client, is a reputable IFA and Chartered Accountants, is seeking an experienced Independent Financial Adviser to join their dynamic team.

While being Chartered is preferred, it is not essential, level 4 diploma qualifications are required.


Responsibilities:


  • Provide expert financial advice and guidance to clients in line with their financial goals and objectives.
  • Develop and maintain strong client relationships, ensuring exceptional service delivery at all times.
  • Actively seek out new business opportunities and cultivate leads to expand the client base.
  • Analyze financial information and market trends to recommend suitable investment strategies.
  • Collaborate with other team members to leverage resources and enhance overall client satisfaction.

Requirements:


  • Minimum 5 years of experience as a Financial Adviser.
  • Chartered status is preferred but not essential.
  • Proven track record of successfully managing and growing a client portfolio.
  • Strong networking and business development skills.
  • Excellent communication and interpersonal abilities.
  • Sound knowledge of financial products and regulations.

Perks:


  • Competitive salary and performancebased incentives. Salary is dependent on experience, client following and qualifications but can be between £70K£120K
  • Access to a steady stream of referrals and leads from our established client base.
  • Supportive and collaborative work environment. With Hybrid working options.
  • Opportunities for professional development and advancement within the firm.
If you are a driven and experienced Financial Adviser looking to take your career to the next level, we invite you to get in touch
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