Financial Planner - Ortus PSR : Job Details

We are proud to represent a prestigious financial planning firm who are looking for an experienced Financial Planner to join the team. Renowned for its excellence and innovation in the industry, our client is an award-winning leader in the financial services sector, operating at the forefront of innovation. With a track record of success, they are committed to delivering exceptional service and upholding the highest standards of professionalism.

Job Description:

We are currently seeking dynamic individuals to join a leading financial planning team as Associate Financial Planners. In this role, you will collaborate closely with senior management to service existing clients and engage with new business opportunities. Adaptability and a proactive approach are essential attributes for success in our entrepreneurial environment.

Requirements:

• Minimum of 3 years' experience in the financial services industry
• Holds a Level 4 diploma qualification
• Ideally, holds or is close to achieving chartered status

Key Responsibilities:

• Cultivate and maintain client relationships to drive business growth and meet performance targets
• Foster internal partnerships to support the organization's strategic objectives
• Contribute to enhancing the firm's profile within professional networks and wider communities
• Provide personalized financial advice tailored to individual client needs
• Participate in investment decision-making processes

Benefits :

• Competitive salary range of £40,000 to £60,000, commensurate with experience
• Generous annual leave entitlement, including bank holidays
• Additional perks such as a day off on your birthday and early Friday finishes
• Employer pension contributions up to 5%
• Comprehensive private medical insurance coverage
• Modern office facilities conducive to productivity and collaboration
• Flexible work arrangements, including remote working options
• Support for ongoing professional development and training
• Performance-based bonus or profit-sharing scheme
• Employee wellness initiatives, including cycle to work scheme and team social events