Ortus PSR Ltd in Southampton is seeking an experienced Financial Adviser to service an established client bank and conduct regular reviews. You will build long-term relationships and advise new clients introduced through the firm, with administration and paraplanning support to focus on quality advice.
The role emphasizes client outcomes and professional standards over sales targets, with a predominantly office-based pattern and some flexible remote work depending on client appointments.
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Senior Financial Adviser Established Client Bank Hampshire in Southampton 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.
