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- Tasks: Deliver tailored financial advice and build strong client relationships.
- Company: Join a respected UK wealth management firm with a modern, remote-first approach.
- Benefits: Enjoy remote work, pension scheme, holiday entitlement, and full support.
- Why this job: Perfect for self-motivated advisers seeking autonomy and high earning potential.
- Qualifications: Experience as a Financial Adviser or Wealth Manager is essential.
- Other info: Inherit a validated client book and enjoy low validation with high rewards.
The predicted salary is between 36000 - 60000 £ per year.
A leading UK wealth management firm is looking to appoint an Independent Financial Adviser (IFA) or Financial Planner to join its growing advice team. This is a remote IFA role with access to a validated book of mass-affluent clients and a highly competitive bonus structure. It's an ideal next step for a self-motivated, client-focused adviser looking for autonomy, flexibility, and a long-term career in financial services.
Key Highlights of the Role:
- Existing Client Bank – Inherit a portfolio of engaged, mass-affluent clients, each with an average of £250k+ in investable assets. This ensures your financial adviser salary is validated up to 80% from day one, making it a smooth transition into a profitable book.
- Low Validation & High Rewards – Validation set at just 2.75x your basic salary + £400 car allowance, with: 30% commission on all recurring and new business written above validation and 15% paid on business under validation. Self-generated business bonus incentives ranging from £500–£10,000, based on assets under management (AUM).
- Remote Working – This is a work from home financial adviser job, with complete diary autonomy and optional office use. Ideal for those looking for a remote IFA opportunity or flexible wealth management job.
- Full Paraplanning and Admin Support – Advisers are supported by an experienced central team that handles compliance, research, and report writing, allowing you to focus on client relationships and new business.
- Leads Provided – Additional opportunities to grow your client base via professional introducers and digital marketing channels.
Benefits: Pension scheme, holiday entitlement, CPD support, and full remote working infrastructure.
Responsibilities:
- Deliver holistic financial planning and wealth management advice to individual clients, covering areas such as investments, pensions, protection, and estate planning.
- Proactively develop new client relationships through referrals, networking, and introducer channels.
- Maintain the highest compliance standards with the support of paraplanners and compliance staff.
- Provide advice in line with FCA regulations and internal quality benchmarks.
- Champion the firm’s core values of client-first service, professionalism, and long-term relationship building.
The Company: This is a highly respected national wealth management and financial planning firm that provides independent advice supported by an in-house discretionary investment proposition, mortgage and protection services, and estate planning. With a modern, tech-enabled and remote-first approach, the company empowers advisers to succeed without micro-management or rigid sales targets. If you're an experienced Financial Adviser, IFA, or Wealth Manager seeking more control, better support, and uncapped earnings, this is a fantastic opportunity to take your career forward. Apply now to arrange a confidential discussion and learn more about the role, support model, and leadership team.
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 and professionals in the industry. Attend relevant events or webinars to connect with potential introducers who can help you grow your client base.
✨Tip Number 2
Familiarise yourself with the latest trends in wealth management and financial planning. This knowledge will not only boost your confidence but also demonstrate your expertise during discussions with potential clients.
✨Tip Number 3
Leverage social media platforms, particularly LinkedIn, to showcase your skills and connect with mass-affluent clients. Share valuable insights and engage with your network to build your personal brand.
✨Tip Number 4
Prepare for the interview by understanding the company's values and how they align with your own. Be ready to discuss how you can contribute to their client-first service approach and long-term relationship building.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising, particularly with mass-affluent clients. Emphasise your ability to deliver holistic financial planning and any previous successes in client relationship management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for applying to this specific role. Mention your understanding of the company's values and how your skills align with their focus on client-first service and professionalism.
Highlight Compliance Knowledge: Since compliance is crucial in this role, ensure you mention your familiarity with FCA regulations and any experience you have maintaining high compliance standards in previous positions.
Showcase Remote Working Skills: As this is a remote position, highlight your ability to work independently and manage your time effectively. Provide examples of how you've successfully worked remotely or managed client relationships without direct supervision.
How to prepare for a job interview at Ortus Psr
✨Know Your Numbers
As a Financial Adviser, you'll need to demonstrate your understanding of financial metrics and client portfolios. Be prepared to discuss how you would manage a portfolio of mass-affluent clients, including strategies for investments and asset management.
✨Showcase Your Client Relationship Skills
This role emphasises client relationships, so be ready to share examples of how you've built and maintained strong connections with clients in the past. Highlight your approach to understanding client needs and delivering tailored financial advice.
✨Understand Compliance and Regulations
Familiarise yourself with FCA regulations and compliance standards relevant to financial advising. Be prepared to discuss how you ensure compliance in your advisory practices and how you would maintain high standards in this role.
✨Demonstrate Your Self-Motivation
Since this is a remote position, it's crucial to show that you can work independently and manage your time effectively. Share examples of how you've successfully worked remotely or managed your own client base without direct supervision.
