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    Wealth Adviser - London, United Kingdom - Ortus PSR

    Ortus PSR
    Ortus PSR London, United Kingdom

    2 weeks ago

    Default job background
    permanent Accounting / Finance
    Description

    Our client is a pioneering full service wealth management firm, combining the institutional strength of a FTSE 100 company with the personal service and trusted advice of a Partner owned firm.

    They build intelligent, holistic & tax-efficient wealth management programmes for a select group of private clients, families, and institutions.

    And has an exciting opportunity for a driven and entrepreneurial individual to join the leading Wealth Managers in the UK.

    Their proven success in developing and nurturing successful advisers means that they can offer you;

    • High quality leads - guaranteed meetings booked into your diary
    • Excellent back-office support with administration and paraplanning
    • An experienced management team
    • Mentorship
    • Structured operational environment
    • Great team culture
    • Uncapped earning potential

    About

    My Client is a leading wealth management firm and multi-family office based in London managing wealth for private clients, families, and institutions. Offering a highly personal service of a partner-owned boutique to deliver exceptional client outcomes.

    Our Clients Culture

    They believe their people are their greatest asset and we will be judged by the quality of people they recruit and retain.

    They believe in the spirit of ownership because their people take results personally and want to build something great together. They value talented individuals who aren't afraid to be bold, resourceful, and committed. In return, they offer opportunities for the development and wealth creation for their people.

    If you see yourself working for a company that allows you to excel at the speed of your talent, then a career with my client may be for you.

    Requirements:

    • Qualified with a QCF Level 4 Diploma
    • Advisory experience
    • Experience working with High Net Worth clients
    • Demonstrate how you have built and maintained a client base
    • Deep desire to grow and succeed
    • Team player who wants to work with us to continue to build our successful Practice

    Benefits:

    The firm has a strong culture of developing and nurturing its advisers with a track record of achieving earnings between £80,000 to £350,000+

    The package includes the following:

    • This role is offered both employed or self-employed
    • Remuneration for employed varies depending on your experience and client following. For self-employed it is equivalent to 50% - 70% of fee income
    • Comprehensive training and development program
    • We have a Marketing and Business Development team who are sourcing quality leads so you dont have to
    • We book 10 meetings with HNW individuals into your diary every month
    • Administration and Paraplanning support - based in Canary Wharf
    • Operational costs covered
    • A clear pathway to client base ownership
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