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- Tasks: Engage clients with expert financial advice and develop tailored investment strategies.
- Company: Join a well-established Independent Financial Adviser firm with over 20 years of experience.
- Benefits: Enjoy a competitive salary, bonuses, and a steady stream of high-quality leads.
- Why this job: Make a real impact on clients' financial futures in a supportive and dynamic team environment.
- Qualifications: Level 4 Diploma in Financial Planning and proven client relationship experience required.
- Other info: Opportunity to work closely with the Managing Director and grow your career.
The predicted salary is between 51000 - 66000 £ per year.
Are You Ready to Elevate Your Financial Advisory Career? Join our dynamic and client-focused team as an Employed Financial Adviser . This is more than just a job—it\’s your gateway to a rewarding and prosperous future. You\’ll work directly with the Managing Director to expand the firm\’s client portfolio, leveraging a robust lead-generation platform developed by our Marketing Director. With a steady stream of high-quality leads, you can focus on what you do best: providing top-tier financial advice. Employed Financial Adviser , Salary: £60,000 – £75,000 + Bonus Why Join Us? Established Firm: Work for an Independent Financial Adviser (IFA) firm with over 20 years of collective experience in the Financial Planning industry. Our team comprises seasoned professionals who are passionate about delivering independent, personalised advice. Specialisation: We specialise in pensions and family wealth planning, aiming to provide unparalleled financial security for every client. Your role will be instrumental in guiding clients towards their financial goals. Client Portfolio: Benefit from an existing portfolio of clients and a continuous flow of leads—no need to start from scratch. Key Responsibilities: Client Engagement: Help clients achieve their financial dreams by offering expert advice on investments, pensions, and wealth management. Financial Strategy: Develop and implement investment strategies tailored to each client\’s unique financial situation. Market Awareness: Stay ahead of financial trends, economic conditions, and investment opportunities to provide informed advice. Regulatory Compliance: Ensure all financial advice complies with the latest regulations and ethical standards. Client Relationships: Build and maintain strong, trust-based relationships with clients, earning their confidence and loyalty. Education & Reporting: Educate clients on financial principles and provide regular updates on their investment performance and progress toward their financial goals. What We\’re Looking For: Qualifications: Level 4 Diploma in Financial Planning (or equivalent). Experience: Proven experience in developing and managing client relationships in the financial advisory sector. Passion: A genuine passion for helping clients secure their financial futures. Ready to Take the Next Step? If you\’re a driven Financial Adviser looking to make a significant impact and grow within a supportive and dynamic environment, we want to hear from you. Apply now and become part of a team dedicated to excellence in financial planning. Apply today and take the first step toward a brighter financial future—for you and your clients. #J-18808-Ljbffr
Financial Adviser employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network with professionals in the financial advisory sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and mentors who can provide insights into the role and the firm.
✨Tip Number 2
Familiarise yourself with the latest trends in pensions and family wealth planning. Being knowledgeable about current market conditions and investment opportunities will help you stand out during interviews.
✨Tip Number 3
Prepare to discuss your approach to client engagement and relationship building. Think of specific examples from your past experience that demonstrate your ability to earn client trust and loyalty.
✨Tip Number 4
Research our firm’s values and mission. Understanding what sets us apart as an Independent Financial Adviser (IFA) firm will allow you to align your answers with our goals during the interview process.
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 advisory roles. Emphasise your Level 4 Diploma in Financial Planning and any specific achievements in client relationship management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients achieve their financial goals. Mention how your skills align with the firm's focus on pensions and family wealth planning.
Highlight Relevant Experience: In your application, detail your previous roles in financial advisory, focusing on your ability to develop investment strategies and maintain strong client relationships. Use specific examples to demonstrate your expertise.
Showcase Market Awareness: Demonstrate your knowledge of current financial trends and regulations in your application. This will show the firm that you are proactive and well-informed, which is crucial for a Financial Adviser role.
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services you'll be advising on. Brush up on pensions, investments, and wealth management strategies to demonstrate your expertise during the interview.
✨Showcase Client Engagement Skills
Prepare examples of how you've successfully built and maintained client relationships in the past. Highlight your ability to listen to clients' needs and tailor your advice accordingly, as this is crucial for the role.
✨Stay Updated on Market Trends
Research current financial trends and economic conditions relevant to the advisory sector. Being able to discuss these topics will show your commitment to staying informed and providing the best advice to clients.
✨Demonstrate Regulatory Knowledge
Familiarise yourself with the latest regulations and ethical standards in financial advising. Be prepared to discuss how you ensure compliance in your work, as this is essential for maintaining trust with clients.
