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Independent Financial Adviser

Employer
Ortus PSR
Location
Basingstoke, Hampshire, United Kingdom
Salary
Competitive Salary
Closing date
Sep 23, 2022

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
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I am working with a leading Financial Planning firm, looking to add to their Advisory team near Basingstoke. They have a strong reputation due to their high quality and personal approach to financial advice.

Due to exiting Advisers, the firm in question are looking to add a Financial Planner to the team, to take on existing clients and ensure they are serviced with the utmost attention. There is a client bank to be handed over and leads provided, so with a generous basic salary and strong bonus structure, this really is an exciting opportunity.

Main duties;

  • Conduct meetings with existing and new clients, either office-based or in the clients' home/business.
  • Ensure you help clients understand their options, in order to help them achieve their financial goals
  • Analyse all information and prepare a plan that is designed to individual clients'

To be considered for this role, ideally you will hold:

  • A strong track record of providing financial advice
  • Competent Adviser Status
  • Exceptional client service skills, with a genuine interest in helping clients achieve their goals

If this sounds like the right role for you, please apply and we will be in touch to discuss in further detail!

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