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Financial Adviser

Ortus PSR
Job LocationBristol
EducationNot Mentioned
Salary£33,000 - £37,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Are you a Financial Adviser who feels like they are not getting the opportunity to build out your client bank as you dont have the supportIf youre a driven and ambitious Financial Adviser looking for an exciting opportunity to expand your client base with the backing of a proven lead generation model, we have just the position for you!A leading National Independent Financial Adviser (IFA) firm committed to empowering itsadvisers with the tools and resources they need to succeed. With a strong track record in lead generation, are now seeking a Financial Adviser to join theirdynamicteam and help build a book of business.This role is home based,fully remote.What We Offer:

  • Pre-Qualified Leads: You will receive 8-10 pre-qualified leads every month, giving you a steady stream of potential clients.
  • Client Focus: Your role will primarily involve providing expert advice on Pensions and Investments to clients with assets under management (AUM) ranging from £100,000 to £200,000.
  • Full Support: We understand the importance of focusing on client relationships. Thats why you will receive comprehensive back-office support from thecompliance, Paraplanning, and Admin team, allowing you to concentrate on nurturing andgrowing your client base.
  • Client Demographics: The leads youll be working with are predominantly individuals approaching retirement who require guidance on Pension, Investment, Trust, and Inheritance matters.
Compensation and Benefits:
  • Employment Opportunity: This is a salaried position with earnings and bonuses based on trail and new business generated.
  • Earning Potential: On average, Advisers are closing between £12,000 and £15,000 per month in new business.
  • Yearly Growth: Your expected earnings will increase year on year as your trail is included in your multiples for bonus calculations.
  • Bonus Structure: Bonus is set at 30% on anything provided by the business and 35% if you source the business yourself.
  • Yearly Income Projection:
    • Year 2: £45,000 to £50,000
    • Year 3: £60,000
    • Year 4: £80,000+
  • Monthly Bonus: Bonuses are earned after reaching 3 times your monthly salary and are paid monthly.
Qualifications:To be considered for this role, you must:
  • Be Diploma Qualified
  • Have experience in meeting and consulting with clients, either directly or under supervision
If youre ready to take your career to the next level, work with pre-qualified leads, and enjoy the support of a dedicated team, we want to hear from you!Dont miss out on this fantastic opportunity to thrive in a supportive and lucrative environment. Apply today to join our team of successful Financial Advisers.

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