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Financial Adviser

Ortus PSR
Posted 6 days ago, valid for 2 days
Location

Birmingham, West Midlands B27 6QS, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Our client is seeking experienced Financial Advisers who have established strong client relationships and are looking for a better work-life balance.
  • The position offers a competitive salary of up to £150,000, along with ongoing profit sharing and equity options.
  • Candidates should have a minimum of three years of experience in the financial advisory sector.
  • The role provides a holistic, whole-of-market solution and includes full paraplanning and administrative support.
  • This unique opportunity allows advisers to work with high-net-worth clients while enjoying flexibility, advanced technology, and unlimited earning potential.

As a Financial Adviser 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 client is looking to engage with Financial Advisers who have developed lasting relationships with their clients and want to provide true holistic whole of market Advice.

Salary up to £150,000 + ongoing profit split  

Typically, my client has taken on Financial Advisers who have one of the following problems:

  • You don’t feel valued for the level of work they do for their customers.
  • You feel like your firm is forcing them to push products rather than providing a true client centric offering (driven by profit rather than customer needs).
  • Your customers are being pushed on to a restricted offering.
  • You have no say over career direction or long-term involvement in the development of the firm.
  • You no retirement plan or equity options in the firm.

My client’s solution is unique to the market, and they are offering:

  • A long-term home for Financial Advisers with HNW and UHNW clients employed salaries between £100,000 - £200,000 and Equity in the firm.
  • A whole of market holistic solution for clients, all in charge rate 1.1 points
  • Fully digital offering so all processes are refined, and clients can access all their documents in one place via their app.
  • Full Paraplanning and Administration support
  • Investment in Marketing
  • The Existing Advisers have an average AUM per client of £1.3Million 

Here's what awaits you as an Employed Adviser  

  • Flexibility and Freedom.
  • Unparalleled Support.
  • Cutting-Edge Technology.
  • Unlimited Earning Potential.
  • Equity options 

If you are a Financial Adviser who is frustrated with their current offering reach out to us today to learn more about this unique offering.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.