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Partner Financial Adviser

Ortus PSR
Posted 21 hours ago, valid for 6 days
Location

London, Greater London EC2V 7WS, England

Salary

£60,000 - £72,000 per annum

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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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  • The job opportunity is for experienced Advisers with a minimum of £20 million in transferable Assets Under Management (AUM).
  • Candidates will enjoy flexibility in their work environment and have access to central London offices in Farringdon for client meetings.
  • The role offers unparalleled support through a dedicated business management team and a 1:2 ratio of Administration and Paraplanners.
  • Advisers will have access to cutting-edge technology to enhance their service delivery and streamline processes.
  • The position promises unlimited earning potential as advisers grow their client base and provide independent advice.

Are you an experienced Adviser with a passion for providing independent advice and exceptional service to your clients? Do you dream of achieving a better work-life balance while taking control of your own future? If so, we have an incredible opportunity for you!

Our award-winning client is seeking Advisers with a minimum of £20 Million in transferable Assets Under Management (AUM) to join their dynamic team. As a Partner, you will become part of a supportive ecosystem that values your expertise and empowers you to thrive.

Here's what awaits you as a valued Partner:

  • Flexibility and Freedom: Enjoy the freedom to choose where you work, allowing you to create your ideal work environment. Additionally, our central London offices in Farringdon are available to you, providing a convenient and professional space to meet clients and collaborate with peers.

  • Unparalleled Support: Leave behind administrative burdens and focus on what truly matters – your clients. Benefit from a fantastic business management team, full Marketing support, and a dedicated 1:2 ratio of Administration and Paraplanners. This unwavering support allows you to dedicate your time and expertise to meeting your clients' needs effectively.

  • Cutting-Edge Technology: Embrace the latest technology at your fingertips, empowering you to streamline processes and deliver a top-tier service to your clients. With access to advanced tools and resources, you'll be at the forefront of innovation in the industry.

  • Unlimited Earning Potential: Take control of your financial future and unlock uncapped earnings. As you grow your client base and provide them with fully independent advice, products, and services, you'll see your personal earnings soar to new heights.

    If you're an experienced adviser currently managing £20M or more and possess the entrepreneurial drive to shape your own destiny, we invite you to seize this opportunity. Step into a world where you can elevate your advisory career, increase your earning potential, and provide your clients with exceptional value.

  • 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.