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- Tasks: Help clients achieve financial goals with tailored advice and support.
- Company: Join a forward-thinking firm dedicated to client-centric financial solutions.
- Benefits: Enjoy flexible working, competitive salaries, and equity options.
- Why this job: Experience unparalleled support and cutting-edge technology in a rewarding environment.
- Qualifications: Previous experience as a Financial Adviser is essential.
- Other info: Ideal for those seeking a better work-life balance and career growth.
The predicted salary is between 80000 - 120000 £ per year.
As a Financial Adviser 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 client is looking to engage with Financial Advisers who have developed lasting relationships with their clients and want to provide true holistic whole of market Advice.
Typically, my client has taken on Financial Advisers who have one of the following problems:
- You don’t feel valued for the level of work you do for your customers.
- You feel like your firm is forcing you to push products rather than providing a true client centric offering (driven by profit rather than customer needs).
- Your customers are being pushed onto a restricted offering.
- You have no say over career direction or long-term involvement in the development of the firm.
- You have no retirement plan or equity options in the firm.
My client’s solution is unique to the market, and they are offering:
- A long-term home for Financial Advisers with HNW and UHNW clients employed salaries between £100,000 - £200,000 and Equity in the firm.
- A whole of market holistic solution for clients, all in charge rate 1.1 points.
- Fully digital offering so all processes are refined, and clients can access all their documents in one place via their app.
- Full Paraplanning and Administration support.
- Investment in Marketing.
- The Existing Advisers have an average AUM per client of £1.3 Million.
Here’s what awaits you as an Employed Adviser:
- Flexibility and Freedom.
- Unparalleled Support.
- Cutting-Edge Technology.
- Unlimited Earning Potential.
If you are a Financial Adviser who is frustrated with your current offering, reach out to us today to learn more about this unique offering.
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network with other Financial Advisers who have made the switch to a more client-centric model. They can provide insights into their experiences and may even refer you to opportunities within their firms.
✨Tip Number 2
Research the latest trends in holistic financial advice and be prepared to discuss how you can implement these strategies in your practice. This shows potential employers that you are proactive and knowledgeable.
✨Tip Number 3
Attend industry events and seminars focused on financial advising. These gatherings are great for meeting key players in the field and can lead to valuable connections that might help you land the job.
✨Tip Number 4
Prepare to articulate your vision for a client-centric approach during interviews. Highlight your past successes in building relationships and how you plan to enhance client satisfaction in your future role.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and expectations of a Financial Adviser. Tailor your application to highlight how your experience aligns with the holistic, client-centric approach that the company values.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in building lasting client relationships and providing comprehensive financial advice. Use specific examples to demonstrate your success in these areas.
Showcase Your Skills: Mention any relevant qualifications, certifications, or training that enhance your ability to provide whole of market advice. Highlight skills such as communication, analytical thinking, and problem-solving that are crucial for a Financial Adviser.
Personalise Your Application: Make your application stand out by personalising it. Address the specific challenges mentioned in the job description and explain how you can contribute to overcoming them. This shows that you have a genuine interest in the role and the company.
How to prepare for a job interview at Ortus Psr
✨Showcase Your Client Relationships
As a Financial Adviser, it's crucial to demonstrate your ability to build and maintain strong relationships with clients. Prepare examples of how you've provided holistic advice and tailored solutions that prioritise client needs over product sales.
✨Understand the Company's Unique Offering
Familiarise yourself with the unique aspects of the company's approach, such as their whole of market solutions and digital offerings. Be ready to discuss how these features align with your own values and how they can enhance your advisory practice.
✨Highlight Your Desire for Flexibility and Support
Express your enthusiasm for the flexibility and support that the company offers. Discuss how this environment will allow you to thrive and provide better service to your clients, showcasing your commitment to a client-centric approach.
✨Prepare Questions About Career Development
Since the role promises a say in career direction and equity options, prepare insightful questions about growth opportunities within the firm. This shows your interest in long-term involvement and aligns with the company's vision for its advisers.
