Financial Adviser

Ortus PSR

Posted 14 days ago, valid for 11 days

Ellesmere Port, Cheshire CH34, England

£36,000 - £43,200 per annum

Full Time

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Sonic Summary

The position is for a Financial Advisor in the Expat Advisory Team, based near Chester, offering an OTE of £60-70k.
Candidates must be fully qualified Financial Advisors (Level 4, SPS) with a pension transfer qualification.
The role includes managing a client bank, handling new enquiries from UK-based IFAs, and engaging in project-based work with expats.
Benefits include a salary of £47,500 plus quarterly bonuses, pension, Death in Service (DIS), and a healthcare cash plan.
The firm is launching a share incentive plan in January 2025, providing future growth opportunities.

Financial Advisor – Expat Advisory Team | Chester-based | OTE £60-70k

Are you a fully qualified Financial Advisor (Level 4, SPS) with a pension transfer qualification, looking for a varied and rewarding role? Our client, a leading wealth management firm, is seeking a talented individual to join their expanding Expat Advisory Team based just outside Chester.

About the Role: This exciting position involves working with a wide range of expat clients, focusing on three key areas:

Client Bank Management: Provide annual reviews and ongoing advice to expat clients with UK pensions, ISAs, Bonds, and Investment accounts.
New Enquiries: Handle new enquiries from UK-based IFAs who no longer serve expat clients.
Project-Based Work: Advise former UK employees now living abroad on their pension entitlements, with ongoing projects for major international companies, including a 110-member project for one of the world’s largest engineering firms and upcoming work with Capita advising 50+ expats in Ireland.

Why Join Us?

Salary: £47,500 + quarterly bonus (OTE £60K-70K)
Benefits: Pension, Death in Service (DIS), and healthcare cash plan
Future Opportunities: Share incentive plan launching 1st January 2025

This role offers a unique blend of client management, new business development, and project-based work, making it both varied and engaging. Join a team where you can truly make an impact on clients' financial futures!

Apply today to become part of a dynamic, supportive team shaping the financial success of expat clients worldwide.

Apply now in a few quick clicks

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