Independent Financial Planner: Build Your Own Client Book in City of London

Independent Financial Planner: Build Your Own Client Book in City of London

City of London Full-Time On-site
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Ortus PSR Ltd. is seeking experienced Financial Planners to join their team in central London. The role offers comprehensive financial planning advice and the chance to build your own business under a strong brand.

The ideal candidate will have several years of experience and a good client network. The position includes generous financial splits, full ownership of client books, and ongoing training. Enjoy a positive team atmosphere and flexibility in managing your schedule.

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Independent Financial Planner: Build Your Own Client Book in City of London employer: Ortus PSR Ltd.

Join a prestigious, independently owned financial planning firm in Enderby, Leicestershire, where your role as a Paraplanner is valued and integral to the advice process. With a strong emphasis on professional development, a collaborative work culture, and a competitive salary package including bonuses and benefits, this firm offers an exceptional environment for growth and meaningful contributions to high-net-worth clients. Experience the satisfaction of working in a team that prioritises excellence and client retention, all while enjoying the flexibility of a hybrid working pattern.

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Contact Details:

Ortus PSR Ltd. Recruitment Team