Financial Adviser
other jobs Ortus PSR
Added before 5 Days
- England,South West,Dorset
- full-time
- £50,000 - £60,000 per annum
Job Description:
Join a Leading IFA Firm: Empower Your Career as a Financial Adviser
Are you a talented Financial Adviser with a portfolio of loyal clients? Are you looking for a firm that offers the support, resources, and opportunities to take your client relationships—and your career—to the next level? If so, this is your chance to join a highly regarded IFA firm that is committed to your success.
The Opportunity
This is more than just a job; it’s a partnership. Bring your transferable clients to a firm that prioritises value-driven client care and provides the infrastructure to help you build lasting success. With access to comprehensive back-office support, innovative marketing initiatives, and a pipeline of high-quality leads, you can focus on delivering bespoke financial planning solutions while expanding your portfolio.
What is on Offer
Exceptional Earnings Potential: Competitive basic salary £50,000 - £60,000 and uncapped bonus structure, with a clear pathway to high earnings.
Comprehensive Support: Full paraplanning and administrative assistance, freeing you to focus on client relationships and growth.
Targeted Marketing: Benefit from tailored marketing campaigns designed to enhance your personal brand and attract new clients.
Lead Generation: Access to a steady stream of pre-qualified leads to complement your existing client base.
Existing clients to take on and develop as well as future retirment buy out option.
What We’re Looking For
Level 4 Diploma in Financial Planning (or equivalent) is essential; Chartered status is a bonus.
A demonstrable track record of success as a Financial Adviser, with a transferable client bank.
A client-focused approach with excellent interpersonal and communication skills.
Are you a talented Financial Adviser with a portfolio of loyal clients? Are you looking for a firm that offers the support, resources, and opportunities to take your client relationships—and your career—to the next level? If so, this is your chance to join a highly regarded IFA firm that is committed to your success.
The Opportunity
This is more than just a job; it’s a partnership. Bring your transferable clients to a firm that prioritises value-driven client care and provides the infrastructure to help you build lasting success. With access to comprehensive back-office support, innovative marketing initiatives, and a pipeline of high-quality leads, you can focus on delivering bespoke financial planning solutions while expanding your portfolio.
What is on Offer
Exceptional Earnings Potential: Competitive basic salary £50,000 - £60,000 and uncapped bonus structure, with a clear pathway to high earnings.
Comprehensive Support: Full paraplanning and administrative assistance, freeing you to focus on client relationships and growth.
Targeted Marketing: Benefit from tailored marketing campaigns designed to enhance your personal brand and attract new clients.
Lead Generation: Access to a steady stream of pre-qualified leads to complement your existing client base.
Existing clients to take on and develop as well as future retirment buy out option.
What We’re Looking For
Level 4 Diploma in Financial Planning (or equivalent) is essential; Chartered status is a bonus.
A demonstrable track record of success as a Financial Adviser, with a transferable client bank.
A client-focused approach with excellent interpersonal and communication skills.
Job number 2237648
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Ortus PSR
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