Independent Financial Planner: Build Your Own Client Book

Independent Financial Planner: Build Your Own Client Book

Full-Time 35000 - 45000 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Provide expert financial planning advice and grow your own client base.
  • Company: Join Ortus PSR Ltd., a leading brand in financial services.
  • Benefits: Generous financial splits, full ownership of client books, and ongoing training.
  • Other info: Great opportunity for career growth in a positive atmosphere.
  • Why this job: Build your own business while enjoying flexibility and a supportive team environment.
  • Qualifications: Several years of experience in financial planning and a solid client network.

The predicted salary is between 35000 - 45000 Β£ per year.

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. #J-18808-Ljbffr

Independent Financial Planner: Build Your Own Client Book employer: Ortus PSR Ltd.

Ortus PSR Ltd. is an exceptional employer that prioritises employee growth and development, offering a clear pathway to leadership roles such as lead adviser or Head of Office. With a supportive work culture and the flexibility of hybrid working in the vibrant city of Bristol, employees are empowered to build meaningful client relationships while contributing to the office's dynamic growth and culture.

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Contact Details:

Ortus PSR Ltd. Recruitment Team

We think you need these skills to ace Independent Financial Planner: Build Your Own Client Book

Financial Planning
Client Relationship Management
Business Development
Networking Skills
Sales Skills
Time Management
Analytical Skills