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- Tasks: Provide tailored financial advice and build lasting relationships with clients.
- Company: Join a respected financial services organisation with over 110 years of heritage.
- Benefits: Competitive salary, uncapped commission, company car, and generous pension scheme.
- Other info: Enjoy 25 days annual leave, health benefits, and a supportive team environment.
- Why this job: Make a real difference in clients' lives while enjoying flexible home-based work.
- Qualifications: QCF Level 4 in financial planning and experience in face-to-face advice.
The predicted salary is between 75000 - 75000 £ per year.
We are working with one of the UK's most respected financial services organisations to recruit an experienced Financial Adviser covering the Surrey area. This is a home-based, field role with a warm lead pipeline and a full diary managed by a dedicated local network — so you arrive at every meeting already welcome. Our client is an organisation with over 110 years of heritage and consistently high customer satisfaction scores.
Advisers benefit from technical and administrative support, a strong brand, and an uncapped commission structure with clear and transparent earnings potential. The advisers who perform best here are those who genuinely enjoy spending time with clients — comfortable in a detailed, unhurried conversation that gets to the heart of a customer's financial picture. Many customers in this patch are self-employed, run agricultural or rural businesses, or have complex family and commercial financial arrangements. An adviser who can sit across a kitchen table, listen carefully, and build real trust over time will thrive.
About the role
You will provide holistic financial planning advice to a broad range of customers — from everyday investors to high-net-worth individuals — across life insurance, pensions, investments, wealth management, and inheritance tax planning. Advice is given on a face-to-face basis, building long-term trusted relationships with customers at every stage of their financial journey.
- Building and managing strong, long-term customer relationships from warm leads provided by the Agency network
- Conducting thorough fact-finds to assess customers' personal, business, and financial circumstances and provide fully compliant, needs-based advice
Requirements
- QCF Level 4 qualification in financial planning (e.g. CII Diploma in Financial Planning / DipPFS or equivalent)
- Valid Statement of Professional Standing (SPS)
- Experience delivering regulated financial advice to UK customers on a face-to-face basis
- Full UK driving licence — regular travel across Surrey and Sussex is essential
Compensation and benefits
- Competitive basic salary + uncapped commission | OTE £130,000
- Company car scheme or car allowance of £5,500
- Annual bonus up to 5% of salary
- Contributory pension scheme up to 20% (including your 8% contribution)
- 25 days annual leave + bank holidays + buy/sell/save holiday trading scheme
- Life assurance — 4 x salary
- Health and wellbeing cashback plan (dentist, optician, physio)
- Access to voluntary benefits including private medical insurance and dental cover
- £20 monthly gym membership contribution
- 5% discount on a range of insurance policies
Financial Adviser in Bristol employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser in Bristol
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend local events, join online forums, and don’t be shy about reaching out to potential clients or colleagues on LinkedIn. The more connections you make, the better your chances of landing that dream role.
✨Tip Number 2
Practice your pitch! You’ll want to be able to explain your value as a Financial Adviser clearly and confidently. Role-play with friends or family, or even in front of a mirror. The goal is to be so comfortable talking about your skills and experiences that it feels second nature when you meet potential clients.
✨Tip Number 3
Leverage warm leads! Since this role comes with a warm lead pipeline, make sure you’re ready to hit the ground running. Prepare by researching potential clients and their needs beforehand, so you can walk into meetings with tailored advice that shows you understand their unique situations.
✨Tip Number 4
Don’t forget to follow up! After meetings, send a quick thank-you note or email to express your appreciation for their time. This not only keeps you top of mind but also reinforces the trust you’re building. Plus, it’s a great way to keep the conversation going and potentially secure future business.
We think you need these skills to ace Financial Adviser in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Adviser role. Highlight your experience in financial planning and any relevant qualifications, like your QCF Level 4. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial advising and how you build trust with clients. Share specific examples that showcase your ability to connect with customers.
Showcase Your Client Relationship Skills: Since this role is all about building long-term relationships, make sure to highlight your experience in managing client relationships. We love seeing how you've helped clients navigate their financial journeys in the past!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy and straightforward!
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around life insurance, pensions, and wealth management. Be ready to discuss how you would approach different client scenarios, as this will show your expertise and confidence.
✨Build Rapport
Since this role is all about building long-term relationships, practice your conversational skills. Think about how you can make clients feel comfortable and valued during your interview. Share examples of how you've successfully built trust with clients in the past.
✨Prepare for Real-Life Scenarios
Expect to be asked about specific situations you might face as a Financial Adviser. Prepare some case studies or examples from your experience that demonstrate your problem-solving skills and ability to provide tailored advice.
✨Show Your Passion
Let your enthusiasm for helping clients shine through. Talk about why you love being a Financial Adviser and how you enjoy guiding clients through their financial journeys. This passion can set you apart from other candidates.