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- Tasks: Grow client relationships and provide tailored financial advice.
- Company: Join a thriving Chartered Financial Practice in Yorkshire with 20 years of community service.
- Benefits: Enjoy flexible working, professional development support, and exceptional earning potential.
- Why this job: Be part of a dynamic team focused on growth and inclusivity.
- Qualifications: Proven financial advisory experience and commitment to achieving Chartered status.
- Other info: Receive 1-2-1 support from a qualified Paraplanner.
The predicted salary is between 48000 - 84000 £ per year.
Join our ambitious growth journey as an employed Financial Adviser. Are you ready to elevate your career with a thriving, independent Chartered Financial Practice in Yorkshire? The team have been serving their local community for over 20 years, managing £300 million in assets. Following a recent restructuring, they are embarking on an ambitious growth strategy over the next 5 years and we want you to be part of our success story.
As a Financial Adviser, you will be tasked with growing an existing client bank of circa £15 million AUM, and you’ll play a key role in driving our growth strategy.
Why Join Us?- Be part of a dynamic team: The team believe in diversity and supporting each other, and there is a genuine desire from the management team to develop their staff and enrich their lives.
- Flexible working environment: Enjoy a hybrid role with no mandated office days—balance office time, client meetings, and working from home.
- Support for your growth: Whether you’re already Chartered or working towards it, we’re here to support your professional development.
- Exceptional earning potential: Total compensation potential of £60,000–£70,000 per year based on targets being hit.
- Building and nurturing client relationships through exceptional service and trust-building.
- Converting leads from professional introducers and online enquiries (64% conversion rate).
- Generating referrals by networking with accountants, solicitors, and other professionals.
- Providing expert financial advice tailored to individual client needs.
- Combining new client acquisition with managing existing client portfolios.
- Receive 1-2-1 support from a qualified Paraplanner so you can focus on building relationships with existing and new customers.
- Proven financial advisory experience, with strong consultancy sales and relationship-building skills.
- A commitment to achieving Chartered status (or already Chartered).
- A passion for delivering exceptional client outcomes and driving new business growth.
We’re not just hiring employees—we’re looking for partners who share our vision. We’re committed to fostering a supportive, collaborative, and inclusive environment where you can thrive.
Next StepsReady to take the next step in your career with a forward-thinking, community-focused firm? Apply today and be part of our ambitious journey. If you have any questions, don’t hesitate to get in touch. We’re excited to hear from you!
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network with professionals in the financial sector, especially accountants and solicitors, as they can be valuable sources of referrals. Attend local events or join online forums to connect with potential introducers who can help you grow your client base.
✨Tip Number 2
Familiarise yourself with the specific needs and preferences of clients in Yorkshire. Understanding the local market will enable you to tailor your advice and build stronger relationships with clients, making you a more attractive candidate.
✨Tip Number 3
Demonstrate your commitment to professional development by engaging in relevant training or workshops. This shows that you are proactive about achieving Chartered status and are dedicated to providing exceptional service to clients.
✨Tip Number 4
Prepare to discuss your previous successes in client relationship management during interviews. Highlight specific examples where you've built trust and delivered results, as this aligns with the firm's focus on nurturing client relationships.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your financial advisory experience and showcases your relationship-building skills. Use specific examples that demonstrate your success in client management and consultancy sales.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for delivering exceptional client outcomes. Mention your commitment to achieving Chartered status and how you align with the company's vision of fostering a supportive environment.
Highlight Relevant Achievements: In your application, emphasise any achievements related to client acquisition and portfolio management. Quantify your successes where possible, such as conversion rates or growth figures, to make your application stand out.
Show Enthusiasm for Growth: Express your excitement about the company's ambitious growth strategy. Discuss how you can contribute to their goals and your eagerness to be part of a dynamic team that values diversity and professional development.
How to prepare for a job interview at Ortus Psr
✨Showcase Your Relationship-Building Skills
As a Financial Adviser, your ability to build and nurture client relationships is crucial. Prepare examples of how you've successfully developed trust with clients in the past, and be ready to discuss your approach to maintaining those relationships.
✨Demonstrate Your Knowledge of Financial Products
Make sure you have a solid understanding of various financial products and services. Be prepared to discuss how you would tailor advice to meet individual client needs, showcasing your expertise and adaptability.
✨Highlight Your Commitment to Professional Development
Since the role requires a commitment to achieving Chartered status, express your dedication to ongoing professional growth. Share any relevant courses or certifications you are pursuing or plan to pursue, and how they will benefit your role.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and decision-making process. Think about past experiences where you had to convert leads or manage client portfolios, and be ready to explain your thought process and outcomes.
