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Financial Adviser

Ortus PSR
Posted 2 days ago, valid for a month
Location

Poole, Dorset BH15 3TE, England

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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  • Join a leading IFA firm as a Financial Adviser and take your career to the next level with a competitive salary range of £50,000 - £60,000 plus an uncapped bonus structure.
  • The firm offers comprehensive support including full paraplanning and administrative assistance, allowing you to focus on building client relationships.
  • You will benefit from targeted marketing campaigns designed to enhance your personal brand and access a steady stream of pre-qualified leads.
  • Candidates must have a Level 4 Diploma in Financial Planning (or equivalent) and a proven track record as a Financial Adviser with a transferable client bank.
  • This opportunity is ideal for those with a client-focused approach and excellent interpersonal skills, looking to empower their career.

Join a Leading IFA Firm: Empower Your Career as a Financial Adviser

Are you a talented Financial Adviser with a portfolio of loyal clients? Are you looking for a firm that offers the support, resources, and opportunities to take your client relationships—and your career—to the next level? If so, this is your chance to join a highly regarded IFA firm that is committed to your success.

The Opportunity

This is more than just a job; it’s a partnership. Bring your transferable clients to a firm that prioritises value-driven client care and provides the infrastructure to help you build lasting success. With access to comprehensive back-office support, innovative marketing initiatives, and a pipeline of high-quality leads, you can focus on delivering bespoke financial planning solutions while expanding your portfolio.

What is on Offer

Exceptional Earnings Potential: Competitive basic salary £50,000 -  £60,000 and uncapped bonus structure, with a clear pathway to high earnings.

Comprehensive Support: Full paraplanning and administrative assistance, freeing you to focus on client relationships and growth.

Targeted Marketing: Benefit from tailored marketing campaigns designed to enhance your personal brand and attract new clients.

Lead Generation: Access to a steady stream of pre-qualified leads to complement your existing client base.

Existing clients to take on and develop as well as future retirment buy out option. 

What We’re Looking For

Level 4 Diploma in Financial Planning (or equivalent) is essential; Chartered status is a bonus.

A demonstrable track record of success as a Financial Adviser, with a transferable client bank.

A client-focused approach with excellent interpersonal and communication skills.

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.