Trainee Financial Adviser

Ortus PSR

Posted 6 days ago, valid for 20 days

Huddersfield, West Yorkshire HD5 8XT

£24,000 - £28,800 per annum

Full Time

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We are excited to offer a unique opportunity for an ambitious and client-focused Financial Adviser to join our clients dynamic team. With a client book of 50 customers already in place (average AUM of £250,000 per client), you'll have a strong foundation to start your journey with them. Working closely with the Financial Planning Director, you will have the chance to further grow your revenue and professional development in a supportive and innovative environment.

What is on Offer:

Client Base: Immediate access to a portfolio of high-net-worth clients.

Support: Work alongside the Financial Planning Director to develop strategies to grow your client base and enhance revenue streams.

In-House Investment Solutions: Leverage our proprietary investment offerings to deliver bespoke financial solutions.

Competitive Compensation: A basic salary of up to £50,000 with a performance-related bonus structure based on compliance and new business generated. The firm also will increase your salary in line with your portfolio

Professional Growth: Ongoing training, development opportunities, and full support for certifications.

Responsibilities:

Build and nurture lasting relationships with your client book.

Provide tailored financial advice, including investment planning, pensions, and wealth management.

Work collaboratively with internal teams to deliver the highest standards of service.

Actively seek opportunities to grow and diversify your client base.

What We’re Looking For:

A proven track record in financial advice, with an emphasis on client service.

Level 4 Diploma in Financial Planning (or equivalent);

Strong interpersonal skills and the ability to build trust with high-net-worth clients.

A drive to exceed targets and contribute to the growth of the firm.

Why Join Us?

This is your chance to join a forward-thinking firm that prioritizes both client satisfaction and adviser success. Our in-house investment solutions and hands-on leadership support will provide you with the tools and opportunities to excel in your role.

Take the next step in your career and grow with us. Apply now to become a key player in our financial planning team!