Remote Independent Financial Adviser in Lancaster

Remote Independent Financial Adviser in Lancaster

Lancaster Full-Time 50000 - 70000 £ / year (est.) No working from home possible
Ortus Psr

At a Glance

  • Tasks: Provide independent financial advice and exceptional service to clients.
  • Company: Award-winning firm with a supportive and dynamic team culture.
  • Benefits: Flexible remote work, better work-life balance, and control over your future.
  • Other info: Opportunity to manage clients with significant assets and achieve career success.
  • Why this job: Join a thriving ecosystem that values your expertise and empowers your growth.
  • Qualifications: Experience as a Financial Adviser with a strong client management background.

The predicted salary is between 50000 - 70000 £ per year.

Are you an experienced Financial Adviser with a passion for providing independent advice and exceptional service to your clients?

Do you dream of achieving a better work-life balance while taking control of your own future?

If so, we have an incredible opportunity for you!

Our award-winning client is seeking Financial Advisers who are managing clients banks with £20 Million Assets Under Management (AUM) to join their dynamic team.

As an Independent Financial Adviser you will become part of a supportive ecosystem that values your expertise and empowers you to thrive.

Here's what awaits you as an IFA.

While you

Remote Independent Financial Adviser in Lancaster employer: Ortus Psr

Join a dynamic wealth management firm that prioritises client satisfaction and offers unparalleled support for Independent Financial Advisers. With the flexibility to work remotely or in a hybrid model, you will benefit from high-quality lead generation, comprehensive paraplanning, and administrative assistance, allowing you to focus on what you do best – advising clients. Located in the vibrant West Midlands, this role not only provides competitive earnings potential but also fosters a culture of continuous professional development and innovation.

Ortus Psr

Contact Details:

Ortus Psr Recruitment Team

We think you need these skills to ace Remote Independent Financial Adviser in Lancaster

Financial Advisory
Client Relationship Management
Investment Strategy Development
Asset Management
Regulatory Compliance
Risk Assessment
Financial Planning