Financial Adviser - Bristol, United Kingdom - Ortus PSR

Ortus PSR

Verified Company

Bristol, United Kingdom

4 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

A prestigious national Independent Financial Adviser (IFA) firm, renowned for our client-centric approach and commitment to delivering exceptional financial solutions.

With a strong presence across the country are recruiting.

As part of their continuous growth, they are seeking an experienced Financial Adviser to join the team in a remote capacity, working closely with clients based near Bristol.

Basic Salary:
£50,000 - £60,000 + Bonus

As a Remote Financial Adviser, you will play a pivotal role in helping our clients make informed financial decisions and achieve their long-term financial goals.

Leveraging your expertise, you will provide comprehensive financial advice and develop bespoke solutions to address clients' individual needs.

Through a blend of remote consultations and regular virtual meetings, you will build strong relationships and establish trust, ensuring that clients receive the highest standard of service and support.

Responsibilities:

Conduct thorough client assessments and understand their financial goals and objectives.

Offer expert advice on investments, retirement planning, insurance, estate planning, and other relevant areas.

Create personalized financial plans and strategies tailored to each client's specific circumstances.

Deliver engaging presentations and explain complex financial concepts in a clear and concise manner.

Monitor and review clients' portfolios regularly to ensure alignment with their changing needs and market conditions.

Keep up-to-date with industry trends, regulations, and market developments.

Collaborate with our in-house teams to provide a seamless client experience and deliver exceptional service.

Requirements:

Proven experience as a Financial Adviser, ideally within an IFA firm or wealth management organisation.

Hold relevant qualifications such as Diploma in Financial Planning (DipFP), Certificate in Financial Planning (CertFP), or equivalent.

Demonstrated expertise in investment products, pensions, tax-efficient planning, and broader financial planning principles.