Company: ORTUS PSR
Job Type: Permanent, FullTime
Salary: £75,000 - £120,000 per annum
Location: London Office (Hybrid Working TBC), Conveniently situated near Bank / Liverpool St area.
Our Client, a prestigious IFA firm, is seeking an experienced and driven Chartered APFS or FPFS Independent Financial Adviser (IFA) to join their dynamic team in London. This is an exceptional opportunity for a motivated individual who is passionate about financial planning and eager to make a significant impact within a reputable organisation.
Key Requirements:
Chartered APFS or FPFS Only: Demonstrable expertise and accreditation in financial planning are essential.
Business Driven with Genuine Enthusiasm: Must exhibit a strong passion for financial planning and/or family office planning.
Proven Track Record: Ability to showcase a successful track record in the field.
Self-Motivated Team Player: Capable of working independently while seamlessly integrating into both the London and wider Bristol teams.
Client Following (Preferred): While not mandatory, a pre-existing client book is advantageous.
Network and Connections: Valuable assets that contribute to success in the role.
Responsibilities:
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Client Acquisition: A "hunter" mentality to develop and maintain strong client relationships while expanding the client base.
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Client Delivery: Provide exceptional service and tailored financial solutions to clients.
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Collaboration: Work closely with discretionary investment managers and other team members to ensure optimal client outcomes.
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Specialisation: Ability to promote personal specialisation while also being a well-rounded financial adviser.
Preferred Specialisations: Estate planning, multi-generational solutions, or expertise in specific client demographics (e.g., IT professionals, medical professionals, business owners).
Package:
Our Client values integrity, professionalism, and dedication. If you are a motivated and experienced IFA looking to excel in a collaborative and supportive environment, we invite you to apply.
Note: Golden hellos may be offered for exceptional candidates with a strong following