Financial Adviser - Plymouth, United Kingdom - Ortus PSR

Ortus PSR Plymouth, United Kingdom

2 weeks ago

Part time, Full time

Description

A leading financial services firm dedicated to providing tailored and comprehensive wealth management solutions is looking to hire a Financial Adviser to inherit a client book. With a commitment to excellence, integrity, and client-centricity, the team have established a strong reputation in the industry. As part of the growth strategy, they are seeking an experienced and dynamic Financial Advisor to inherit a client book and contribute to its ongoing development.

The basic Salary for the Financial Adviser is £50,000 - £60,000

We are looking for a Financial Advisor who possesses a strong track record of success in managing client relationships and has the expertise to take ownership of an existing client book. The ideal candidate will be responsible for providing personalised financial advice, executing strategic plans, and fostering long-term client satisfaction. Additionally, this role requires the ability to identify opportunities for business growth and actively contribute to the expansion of the client base.

Key

Responsibilities:

Take over an existing client book and provide high-quality financial advisory services to maintain and strengthen client relationships.
Conduct comprehensive financial assessments, develop personalised financial plans, and recommend investment strategies aligned with client goals.
Communicate effectively with clients, ensuring clarity on financial matters, market trends, and investment strategies. Provide proactive updates and address client inquiries promptly.
Identify opportunities for expanding the client base and contribute to the overall growth of the business. Actively participate in networking events and engage in client acquisition efforts.
Ensure strict adherence to regulatory requirements and company policies in all client interactions and financial advisory activities.
Qualifications:
- Proven experience as a Financial Advisor with a successful track record in managing client books.
- Strong knowledge of financial markets, investment products, and regulatory requirements.
- Excellent interpersonal and communication skills.
- Ability to work collaboratively in a team-oriented environment.

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