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For Companies At a Glance
- Tasks: Join a dynamic team as a Financial Adviser, focusing on client relationships and business growth.
- Company: Be part of a nationally recognised IFA firm known for its client-centric approach and support.
- Benefits: Enjoy flexible working options, uncapped earnings, and comprehensive marketing and compliance support.
- Why this job: This role offers the chance to build your legacy with a strong brand and ample growth opportunities.
- Qualifications: You need a minimum of £10M transferable AUM and a Level 4 Diploma in Financial Planning.
- Other info: Ideal for ambitious advisers looking to take control of their future with a supportive infrastructure.
The predicted salary is between 48000 - 72000 £ per year.
Build Your Legacy with a National IFA: Adviser Opportunity with Client Referrals & Growth Potential
Are you an ambitious Financial Adviser with a transferable book of clients after covenants and the drive to grow your business within a nationally recognised IFA firm? This is your opportunity to join a forward-thinking, client-centric Wealth Management business offering the perfect blend of independence, support, and sustainable client acquisition.
Salary Range: £60,000 - £90,000
Earning potential: £140,000 uncapped bonuses
The Opportunity:
We’re working with a leading national IFA firm that is actively expanding its adviser team. With a robust infrastructure, full compliance support, and a steady stream of qualified leads from both digital and professional introducers, this firm is positioned to support ambitious Advisers looking to scale. Whether you’re a self-employed Adviser seeking greater access to clients and marketing support, or currently employed and ready to take control of your future, this firm offers an environment where your ambition is matched with tangible resources and growth opportunities.
- Access to full back-office support, marketing, compliance, and lead generation
- Opportunity to build long-term capital value in your client book
- Comfortable balancing both client servicing and business development responsibilities
What’s in it for you?
- Client Referrals & Qualified Leads: Receive a regular flow of warm client introductions through strategic partnerships and a highly effective online presence.
- Marketing & Paraplanning Support: Focus on client relationships while the central team supports you with admin, paraplanning and compliance.
- High Earning Potential: Uncapped earnings with a competitive revenue share model and bonus incentives.
- National Brand, Local Focus: Benefit from the credibility of a nationally recognised brand with the agility of a regionally focused service.
- Flexible Working: Freedom to manage your own diary, with hybrid and remote options available.
The Ideal Candidate:
- Minimum £10M of transferable AUM, with strong, portable client relationships after covenant.
- A natural business developer – proactive, entrepreneurial, and confident in prospecting and converting new opportunities.
- Level 4 Diploma in Financial Planning (minimum), with CAS status preferred.
Financial Adviser employer: Ortus Psr
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network actively within the financial services industry. Attend events, seminars, and workshops where you can meet potential clients and other professionals who might refer clients to you. Building relationships is key in this role.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise and connect with potential clients. Share valuable insights and engage with your audience to establish yourself as a trusted adviser.
✨Tip Number 3
Consider joining professional associations or groups related to financial advising. These can provide you with resources, support, and additional networking opportunities that can lead to client referrals.
✨Tip Number 4
Stay updated on industry trends and regulations. This knowledge will not only enhance your credibility but also help you identify new opportunities for your clients, making you a more attractive candidate for the role.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Adviser, focusing on your transferable book of clients and any relevant qualifications. Emphasise your Level 4 Diploma in Financial Planning and CAS status if you have it.
Craft a Compelling Cover Letter: Write a cover letter that showcases your entrepreneurial spirit and proactive approach to business development. Mention specific examples of how you've successfully built client relationships and generated leads in the past.
Highlight Your Achievements: In both your CV and cover letter, include quantifiable achievements such as the amount of AUM you've managed or any significant growth you've driven in your previous roles. This will demonstrate your potential value to the firm.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at Ortus Psr
✨Showcase Your Client Relationships
Be prepared to discuss your transferable book of clients in detail. Highlight the strength of your relationships and how they can benefit the firm. This will demonstrate your value and potential for growth.
✨Demonstrate Business Development Skills
Since the role requires a proactive approach to business development, come equipped with examples of how you've successfully prospected and converted new clients in the past. This will show your entrepreneurial spirit and confidence.
✨Understand the Firm's Support Structure
Familiarise yourself with the firm's infrastructure, including their marketing and compliance support. Being able to articulate how you would leverage these resources to grow your client base will impress the interviewers.
✨Prepare for Questions on Earning Potential
Given the uncapped earnings model, be ready to discuss your financial goals and how you plan to achieve them. This shows that you are ambitious and have a clear vision for your future within the firm.
