Chartered IFA

Ortus PSR

Posted a day ago, valid for 5 days

London, Greater London EC1R 0WX

£44,000 - £55,000 per annum

Full Time

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Sonic Summary

The position is for a Chartered Financial Adviser at a boutique IFA firm that offers a robust technical back office to support its advisors.
The firm seeks experienced advisors to provide financial planning, wealth structuring, and investment advice to high net worth individuals.
The salary ranges from £80,000 to £120,000, with additional bonuses and benefits such as a pension and health care scheme.
Candidates must have a minimum of 3 years of experience and a Level 4 Diploma, with a preference for those who are Chartered or nearing completion.
A minimum transferable AUM of £30 million and experience in complex financial planning are required for consideration.

Are you a Chartered Financial Adviser that feels like your current firms offering is not allowing you to fully service your clients’ needs as you are unable to provide them access to the best products and investment offerings?

We are working with a boutique IFA firm that has built a technical back office team that prides itself on being able to offer cutting edge advice. The senior team are looking to hire experienced Advisors to provide financial planning, wealth structuring and investment advice to high net worth and ultra-high net worth individuals resident in the UK and abroad.

Salary: £80,000 - £120,000 + Bonus & Benefits: Pension & Health Care Scheme

You will be accountable for dealing with clients that typically have in excess of £1Million of investable assets.

Over a 3 year period your goal will be to deliver in excess of £400,000 in fees per annum through the firms existing clients, and professional introducers. To ensure that you are successful you will have full back office support from Technical Paraplanners, Admin and Marketing so that you can focus on Advising.

If you are able to bring substantial AUM with you the firm also have in place an equity scheme.

To be Considered:

Level 4 Diploma required, Chartered or close to completing preffered.

Minimum transferable AUM of £30M

Experience providing complex Financial Planning

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