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Independent Financial Adviser

Independent Financial Adviser

Ortus PSR

Posted 12 days ago, valid for 10 days

Exeter, Devon EX4 2PL

Full Time

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Sonic Summary

An experienced Financial Adviser is sought to provide independent advice and exceptional service to clients managing £20 Million in Assets Under Management (AUM).
The role offers a guaranteed draw during the transition to a Self Employed position, ensuring financial stability while moving clients.
Candidates should have relevant experience in the financial advisory field, although the specific number of years is not mentioned.
This position provides flexibility in work location, with access to central London offices and a supportive team that includes Paraplanners and Marketing consultants.
The role promises unlimited earning potential as advisers grow their client base and deliver independent advice, with a focus on innovation and technology.

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 transfer into a Self Employed role within the business you will be provided with a guaranteed draw that will look after you while you move your clients across after covenants.

You will be supported by a Paraplanning and Admin team as well as a Marketing consultant who will put in place a strategy to win new business.

Flexibility and Freedom: Enjoy the freedom to choose where you work, allowing you to create your ideal work environment. Additionally, our central London offices in Farringdon are available to you, providing a convenient and professional space to meet clients and collaborate with peers.

Unparalleled Support: Leave behind administrative burdens and focus on what truly matters – your clients. Benefit from a fantastic business management team, full Marketing support, and a dedicated 1:2 ratio of Administration and Paraplanners. This unwavering support allows you to dedicate your time and expertise to meeting your clients' needs effectively.

Cutting-Edge Technology: Embrace the latest technology at your fingertips, empowering you to streamline processes and deliver a top-tier service to your clients. With access to advanced tools and resources, you'll be at the forefront of innovation in the industry.

Unlimited Earning Potential: Take control of your financial future and unlock uncapped earnings. As you grow your client base and provide them with fully independent advice, products, and services, you'll see your personal earnings soar to new heights.

Apply now in a few quick clicks

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