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Financial Adviser

Ortus PSR
Posted 10 hours ago, valid for 14 days
Location

Grimsby, Lincolnshire DN37 0AA, England

Salary

£60,000 per annum

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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  • Empower Financial Futures is seeking a Diploma-qualified Financial Adviser for their Grimsby office.
  • The position offers a competitive base salary of £45,000, with an additional 25% KPI bonus and a £3,600 tax-free Employee Ownership Trust bonus, bringing the total package to approximately £60,000 annually.
  • Candidates should have current CAS status and a proven track record in advising, along with a full, clean driving license and access to a vehicle.
  • The firm provides a supportive environment with dedicated admin teams, flexible working arrangements, and opportunities for professional development.
  • Join a reputable advisory firm established in 1935 and take your career to new heights with this full-time role.
Empower Financial Futures – Join Us as a Financial Adviser in Grimsby!"

Are you a Diploma-qualified, Financial Adviser seeking an exciting new opportunity? Join our clients team, one of the region’s largest independent advisory firms with a heritage dating back to 1935, where your skills and dedication will help shape the financial futures of high-net-worth clients. Based at our Grimsby Head Office the team offer a supportive environment, flexible working arrangements, and the resources you need to thrive.

Why Choose Us?

Support You Can Rely On: Dedicated admin and paraplanning teams, in-house compliance, and pre-qualified leads provided.

Flexibility: Hybrid working options and a flexible approach to accommodate your needs.

Attractive Rewards: A competitive base salary, achievable bonuses, and access to a tax-free Employee Ownership Trust (EOT) bonus.

Sustainability Focused: Electric car scheme available, with mileage and parking fully paid.

The Role

Full-Time Adviser: Work with a varied portfolio of clients, providing tailored financial planning and investment advice.

Growth Opportunities: Leverage our lead generation system and build long-term client relationships.

Collaborative Support: Partner with internal teams to deliver holistic solutions for clients.

Flexible Base: Operate primarily from our Grimsby Head Office with hybrid options to suit your lifestyle.

What’s on Offer?

Salary Package:

£45,000 base salary.

25% KPI bonus (achievable, designed to reward your hard work).

£3,600 tax-free EOT bonus.

Full package valued at approximately £60,000 annually.

Additional Benefits:

Pension contributions.

Professional development opportunities.

Generous holiday allowance.

Full reimbursement of professional memberships.

What We’re Looking For

Qualifications: Diploma in Financial Planning (or equivalent).

Experience: Current CAS status with a proven track record in advising.

Essential: Full, clean driving licence and access to your own vehicle.

Take Your Career to New Heights

Ready to join a team that values your expertise and provides the support you need to excel? Apply now to become part of a thriving, people-focused organisation that prioritises your success.

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.