At a Glance
- Tasks: Provide tailored financial advice and maintain client relationships without sales pressure.
- Company: Independent financial planning firm focused on client care and integrity.
- Benefits: Competitive salary, bonuses, equity potential, and flexible hybrid working.
- Other info: Emphasis on initiative and smart use of technology for efficient planning.
- Why this job: Make a real difference in clients' lives while enjoying a supportive work culture.
- Qualifications: Chartered or close, with 4-5 years of advising experience, ideally with high-net-worth clients.
The predicted salary is between 130000 - 140000 £ per year.
If you came into financial planning to look after people — and you’re tired of being measured on what you sell — this one is worth a look. Our client is a small, Chartered, fiercely independent financial planning firm near Bath: a deliberate challenger to the consolidation machine, growing on the strength of its culture and its technology rather than by buying up rivals.
You will inherit a warm book of established client relationships and do the thing good planners are best at — keeping families’ financial plans on track through every stage of life. Paraplanning and admin are handled for you. You’ll be judged on client care, sound advice and compliance, not on units shifted or new business won.
Culture-wise, expect output over facetime, initiative that’s actively welcomed, and integrity treated as non-negotiable — the kind of firm that does right by clients even when no one is watching. Smart use of technology, from cashflow modelling to proprietary client tools, means less admin and more time doing real planning.
The package reflects the level: a competitive base to around £110k plus quality and growth bonuses (total c.£130k–£140k), an equity path as the firm grows, and genuinely flexible hybrid working.
This will suit you if you are Chartered, or close, with the track record to back it 4–5 years into advising, ideally with high-net-worth clients. Client-obsessed, humble and keen to do proper, unhurried planning. Within sensible commuting distance of Bradford-on-Avon.
Financial Adviser in Bradford-on-Avon employer: Ortus PSR Ltd.
Join a small, Chartered financial planning firm in Bradford-on-Avon that prioritises client care over sales targets, offering a supportive and integrity-driven work culture. With a competitive salary package, equity potential, and a focus on employee growth through innovative technology, this role allows you to thrive in a flexible hybrid environment while nurturing established client relationships. Experience the satisfaction of meaningful financial planning without the pressure of constant sales metrics.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Bradford-on-Avon
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Ortus PSR Ltd.. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Adviser in Bradford-on-Avon
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Ortus PSR Ltd..
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Ortus PSR Ltd.'s website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Ortus PSR Ltd.
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Ortus PSR Ltd..
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Ortus PSR Ltd. will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Ortus PSR Ltd. employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
