At a Glance
- Tasks: Deliver holistic financial planning advice and build long-term client relationships.
- Company: Award-winning, independent Chartered financial planning firm on the South Coast.
- Benefits: Up to £85,000 salary, EMI share options, and pathway to Chartered status.
- Other info: Opportunity for real equity participation and professional growth in a supportive environment.
- Why this job: Join a unique firm with no initial fees and a warm client bank from day one.
- Qualifications: Level 4 qualified in Financial Planning; passion for client outcomes is essential.
The predicted salary is between 85000 - 85000 € per year.
A highly regarded, independently owned Chartered financial planning firm based on the South Coast. This is a rare opportunity to join a business that stands genuinely apart from the market — with a unique no-initial-fee client proposition, a proven track record of generating new business for its adviser, and a firm commitment to supporting the right individual toward Chartered status. The firm is well-established, award-winning, and has no intentions of selling to a consolidator. They are looking for a Financial Adviser who wants to do exceptional work, grow professionally, and build real long‑term equity in the business they help shape.
COMPENSATION & EQUITY
- Basic salary: up to £85,000 (dependent on experience)
- On‑target earnings: ~£140,000 (realistic and evidenced)
- EMI Share Options
WHY THIS ROLE STANDS OUT
- Warm client bank from day one — a starting client bank is provided.
- The firm has generated all new business for its adviser to date, their lead flow is proven.
- Pathway to Chartered status (CII) — full support to achieve individual Chartered status; the firm itself holds Chartered accreditation.
- No initial charge — one of only a handful of UK firms offering financial planning with no upfront fee, removing the most common barrier in client conversion.
- Truly independent — no consolidator — privately owned with no plans to sell; your equity, your clients, and your career are not subject to someone else's exit strategy.
- High‑value client base — average client AUM exceeds £750,000; complex, meaningful financial planning from the outset.
THE ROLE
- Deliver holistic financial planning advice to a warm and growing client bank.
- Build long‑term relationships with clients and their families across all key life stages.
- Conduct cashflow modelling and regular financial planning reviews.
- Work towards Chartered Financial Planner status (CII) with full firm support.
- Contribute to the firm's strong reputation for client outcomes and independent reviews.
- Self‑generation of new business is welcomed and rewarded — but not a requirement.
WHAT WE'RE LOOKING FOR
- Level 4 qualified (Diploma in Financial Planning or equivalent) — Level 6 desirable but not essential.
- Genuine passion for financial planning as a profession and client outcomes.
- Motivated to progress toward Chartered status and ongoing CPD.
- Attracted by real equity participation and building long‑term value in an independent firm.
- Strong interpersonal skills with the ability to build lasting client trust.
- Experience with cashflow planning tools such as Voyant or CashCalc is advantageous.
Financial Adviser in Brighton employer: Ortus PSR Ltd.
Join a highly regarded, independently owned Chartered financial planning firm in Brighton, where you will benefit from a warm client bank from day one and a clear pathway to Chartered status. With a commitment to supporting your professional growth and offering EMI share options, this award-winning firm provides a unique opportunity to build long-term equity while delivering exceptional financial advice in a truly independent environment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Brighton
✨Tip Number 1
Network like a pro! Attend industry events, join financial planning groups, and connect with other professionals on LinkedIn. The more people you know, the better your chances of landing that dream job.
✨Tip Number 2
Practice your pitch! Be ready to explain why you're the perfect fit for the role in a concise and engaging way. Highlight your passion for financial planning and how you can contribute to the firm's success.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the position. It keeps you on their radar and reinforces your interest in joining their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly shows your commitment to being part of our awesome team.
We think you need these skills to ace Financial Adviser in Brighton
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Financial Adviser role. Highlight your qualifications, especially if you have a Level 4 or Level 6 qualification, and any relevant experience in financial planning.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your genuine passion for financial planning and how you can contribute to our unique client proposition. Don’t forget to mention your motivation to achieve Chartered status!
Showcase Your Interpersonal Skills:Since building lasting client trust is key, make sure to include examples of how you've successfully built relationships in previous roles. We want to see your strong interpersonal skills in action!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity to join our award-winning team!
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around cashflow modelling and the tools like Voyant or CashCalc. Being able to discuss these confidently will show that you're serious about the role and understand the complexities involved.
✨Show Your Passion
This firm is looking for someone who genuinely cares about client outcomes. Be prepared to share examples of how you've gone above and beyond for clients in the past. This will help demonstrate your commitment to the profession and your motivation to progress towards Chartered status.
✨Build Rapport
Strong interpersonal skills are key for this role. Practice building rapport during the interview by engaging with your interviewer, asking thoughtful questions, and showing genuine interest in their experiences at the firm. This will help you stand out as someone who can build lasting client trust.
✨Understand Their Unique Proposition
Familiarise yourself with the firm's no-initial-fee client proposition and their approach to generating new business. Being able to articulate why this model is beneficial for both clients and advisers will show that you've done your homework and are aligned with their values.
