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Senior Financial Adviser

Employer
Ortus PSR
Location
Swindon, Wiltshire, United Kingdom
Salary
Competitive Salary
Closing date
Feb 13, 2024

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
My client, an Independent Wealth Management boutique are currently seeking a highly motivated Senior Financial Adviser to join their dynamic team.

As a Senior Financial Adviser, you will play a key role in providing strategic financial advice and wealth management services to a diverse client base, including private investors, business owners, senior executives, and trustees.

With a minimum of 5 years of experience as an Adviser, you will leverage your expertise in business development and your strong client relationships to nurture an existing book of clients and expand it further. Additionally, my client welcomes Advisers who can bring in a larger client following, with the option of equity shares in the firm.

Working in collaboration with the firm's Partners, you will actively contribute to the high-growth stage of the company. This role offers the flexibility to work remotely, with occasional in-office meetings to maintain the team environment that has been carefully cultivated. The salary for this position is £75-80K base, accompanied by attractive bonuses and company benefits.

Our client, established over 30 years ago, takes pride in delivering comprehensive and strategic financial solutions to their clients. When necessary, they collaborate with independent specialists to ensure their clients receive expert advice on all aspects of their finances.

If you are a driven and ambitious Senior Financial Adviser with a strong track record in business development, exceptional client management skills, and preferably a following, we encourage you to apply for this role. This is an opportunity to join a well-established consultancy that values professional growth, encourages collaboration, and rewards success.

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