Financial Planner - Ortus PSR : Job Details

Are you a Financial Planner looking for a new Challenge? We are working with an IFA firm that has an existing client bank to develop where clients typically have between £300,000 - £400,000 AUM. They are a dynamic and forward-thinking financial services firm dedicated to providing tailored solutions to their clients.

Salary for the employed Financial Planner role is £70,000 - £80,000 + Bonus

As a Financial Planner you will play a crucial role in helping our clients navigate the complex landscape of their finance. You will work closely with individuals to understand their financial objectives, assess their current financial situation, and provide holistic advice to help them achieve their goals.

Responsibilities:

Conduct thorough financial assessments for clients, considering their income, expenses, investments, and financial objectives.

Develop and implement personalised financial plans that align with clients' short-term and long-term goals.

Provide expert advice on investment strategies, retirement planning, tax optimization, and risk management.

Stay abreast of market trends, economic developments, and changes in financial regulations to provide up-to-date and relevant advice.

Build and maintain strong client relationships through regular communication and periodic reviews of financial plans.

Collaborate with other professionals within the firm to offer holistic financial solutions

Qualifications:

Experience as a Financial Adviser

Diploma Qualified