Financial Planner

Ortus PSR

Posted 8 hours ago, valid for 16 days

Blackpool, Lancashire FY3 8PP, England

Full Time

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Sonic Summary

The position is for an experienced Financial Advisor at a reputable wealth management firm with a focus on client service and tailored financial solutions.
Candidates should have a strong knowledge of financial planning principles and a Level 4 Diploma in Financial Planning or be working towards it.
The role involves providing strategic financial planning and investment advice, conducting assessments, and developing bespoke financial plans for clients.
The firm offers a supportive environment with administrative assistance, opportunities for career growth, and a hybrid working model.
The expected salary for this role is competitive, and candidates should have a minimum of 3 years of experience in financial advising.

Are you an experienced Financial Advisor looking for a dynamic opportunity to make a real impact on your clients’ financial well-being? We’re recruiting on behalf of a well-established and highly reputable wealth management firm that prides itself on delivering tailored financial solutions and first-class client service.

Why Join?

Established client base – Work with engaged clients who value professional financial guidance.
Supportive environment – Benefit from administrative and paraplanning support, allowing you to focus on advising.
Career growth – Access ongoing professional development and opportunities to expand your expertise.
Flexible working – A hybrid work model available for the right candidate.

Your Role as a Financial Advisor:

As a trusted advisor, you’ll provide strategic financial planning and investment advice to individuals, helping them achieve their long-term financial goals. Your key responsibilities will include:

Conducting in-depth assessments of clients' financial circumstances, goals, and risk tolerance.
Developing bespoke financial plans that encompass investments, retirement, tax planning, and estate strategies.
Keeping clients informed of market trends and adjusting strategies as needed.
Building and maintaining strong client relationships through regular reviews and communication.
Collaborating with accountants, solicitors, and other professionals to provide holistic financial advice.

What We’re Looking For:

Strong knowledge of financial planning principles, investment products, and regulatory requirements.
Excellent interpersonal and relationship-building skills.
Analytical mindset with a keen eye for detail.
Ability to communicate complex financial concepts in a clear and engaging manner.
Level 4 Diploma in Financial Planning (or working towards it).

This is an exciting opportunity for an ambitious advisor to thrive in a client-focused, forward-thinking firm. If you’re passionate about helping clients navigate their financial journey with confidence, we’d love to hear from you.

Apply now in a few quick clicks