Financial Adviser
other jobs Ortus PSR
Added before 1 Days
- England,London,City of London
- Full Time, Permanent
- £60,000 - £140,000 per annum
Job Description:
Financial Advisor – London | National IFA firm | Hybrid Working
Are you a results-driven Financial Advisor looking for the perfect platform to build and grow your client book? This is an exciting opportunity to join a leading national IFA firm that offers a steady stream of high-quality online leads and professional introducer referrals, allowing you to focus on closing business and delivering outstanding financial advice. You will also have a book of clients to service and build upon, 40 clients producing circa £200,000 in revenue. The team are targeting HNW customers with circa £500,000 AUM and above.
Uncapped Earning Potential – Competitive salary of £60,000 - £80,000, plus performance-based bonuses that reward success. By year 3, Adviser are earning circa £140,000 pa including bonsues. You will also be rewarded for looking after your clients with bonuses on your recurring income
Why This Opportunity Stands Out
*Pre-Qualified Leads & Introductions – Access a continuous flow of online client enquiries and professional introducer referrals, ensuring a strong pipeline of opportunities.
*Established National Brand – Work with a firm that combines the strength of a national organisation with a client-first approach, helping you build trust and credibility.
*Full Back-Office Support – Benefit from dedicated paraplanning, compliance, and admin support, allowing you to focus on client relationships and growing your business.
*Hybrid & Flexible Working – Work from a London office with the autonomy to manage your own diary and client meetings.
Who They Are Looking For
*A highly motivated and business-minded Financial Advisor who thrives in a fast-paced, results-driven environment.
*Proven experience in financial advice, with a strong track record of converting leads into business.
*Level 4 Diploma qualified (CII / CISI / LIBF) with CAS status (or working towards it).
*A proactive, entrepreneurial mindset, with the ambition to build a strong client book.
Key Responsibilities
*Engaging with a steady flow of warm leads and introducer referrals to generate new client opportunities.
*Providing holistic financial planning, including pensions, investments, and protection solutions.
*Developing long-term relationships with clients and delivering tailored financial strategies.
*Managing the full advice process from fact-finding to recommendation and implementation.
This is a fantastic opportunity for a self-motivated Financial Advisor who wants to accelerate their career with a firm that provides high-quality support, market-leading client acquisition strategies, and uncapped earnings potential. If you’re ready to take your business to the next level, apply today!
Are you a results-driven Financial Advisor looking for the perfect platform to build and grow your client book? This is an exciting opportunity to join a leading national IFA firm that offers a steady stream of high-quality online leads and professional introducer referrals, allowing you to focus on closing business and delivering outstanding financial advice. You will also have a book of clients to service and build upon, 40 clients producing circa £200,000 in revenue. The team are targeting HNW customers with circa £500,000 AUM and above.
Uncapped Earning Potential – Competitive salary of £60,000 - £80,000, plus performance-based bonuses that reward success. By year 3, Adviser are earning circa £140,000 pa including bonsues. You will also be rewarded for looking after your clients with bonuses on your recurring income
Why This Opportunity Stands Out
*Pre-Qualified Leads & Introductions – Access a continuous flow of online client enquiries and professional introducer referrals, ensuring a strong pipeline of opportunities.
*Established National Brand – Work with a firm that combines the strength of a national organisation with a client-first approach, helping you build trust and credibility.
*Full Back-Office Support – Benefit from dedicated paraplanning, compliance, and admin support, allowing you to focus on client relationships and growing your business.
*Hybrid & Flexible Working – Work from a London office with the autonomy to manage your own diary and client meetings.
Who They Are Looking For
*A highly motivated and business-minded Financial Advisor who thrives in a fast-paced, results-driven environment.
*Proven experience in financial advice, with a strong track record of converting leads into business.
*Level 4 Diploma qualified (CII / CISI / LIBF) with CAS status (or working towards it).
*A proactive, entrepreneurial mindset, with the ambition to build a strong client book.
Key Responsibilities
*Engaging with a steady flow of warm leads and introducer referrals to generate new client opportunities.
*Providing holistic financial planning, including pensions, investments, and protection solutions.
*Developing long-term relationships with clients and delivering tailored financial strategies.
*Managing the full advice process from fact-finding to recommendation and implementation.
This is a fantastic opportunity for a self-motivated Financial Advisor who wants to accelerate their career with a firm that provides high-quality support, market-leading client acquisition strategies, and uncapped earnings potential. If you’re ready to take your business to the next level, apply today!
Job number 3135400
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