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Financial Adviser

Ortus PSR
Posted 12 days ago, valid for 14 days
Location

Hove, East Sussex BN3 7EX, England

Salary

£30,000 - £60,000 per annum

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Contract type

Full Time

Retirement Plan

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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  • A leading IFA firm is offering a fantastic opportunity for newly qualified Financial Advisers to kickstart their careers with an established client base.
  • The firm provides comprehensive support for professional development, including ongoing training, mentoring, and CPD support.
  • Ideal candidates must hold a Level 4 Diploma and be passionate about building strong client relationships and delivering tailored financial solutions.
  • The salary ranges from £45,000 to £55,000 depending on experience, along with additional bonuses and a pension scheme.
  • Candidates are encouraged to apply if they are motivated to learn and grow within a values-driven, award-winning firm.

Launch Your Financial Advisory Career with a Leading IFA Firm | Clients Provided, Training & Development Available

A fantastic opportunity awaits newly qualified Financial Advisers looking to grow their careers with an award-winning IFA firm. With over 30 years of industry experience, this firm is dedicated to empowering advisers by offering clients from the start and providing comprehensive support for professional development.

Why Join This Firm?
  • Clients Provided – Start your career with an established client base, allowing you to focus on delivering high-quality advice from day one.
  • Career Development – Benefit from ongoing training, mentoring, and CPD support, ensuring your growth as a professional.
  • Award-Winning Excellence – Recognised for excellence in financial planning and wealth management, this firm has received numerous accolades.
  • Values-Driven Approach – Dedicated to providing enduring, client-focused advice, with a strong emphasis on trust, reliability, and inclusivity.
  • Competitive Salary & Benefits – Earn between £45,000-£55,000 DOE, with additional bonuses, a pension scheme. 
The Ideal Candidate:
  • Qualified Financial Adviser – Holding the Level 4 Diploma (must have), you are eager to progress your advisory career.
  • Client-Centric – You’re passionate about building strong client relationships and delivering tailored financial solutions.
  • Looking to learn – Motivated to grow and develop within a supportive firm.
Role Overview:
  • Manage and develop the portfolio of clients provided, offering advice across pensions, investments, protection, and more.
  • Conduct financial reviews, identify client needs, and create personalised financial plans.
  • Stay up-to-date with market trends, new products, and regulatory changes to provide the best advice.
  • Build long-term relationships with clients, ensuring ongoing trust and satisfaction through regular reviews.
Join the Team

This is the perfect opportunity for a Financial Adviser to join a firm committed to their growth and success.

Apply today and take the next step in building a rewarding career in wealth management!

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.