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- Tasks: Provide ethical financial advice and manage your own client book remotely.
- Company: Ortus PSR Ltd., a supportive and inclusive financial advisory firm.
- Benefits: Lucrative commission structure and full ownership of your client book.
- Other info: Join a culture that values your time and supports your growth.
- Why this job: Maximise your earnings while working flexibly across the UK, US, and Middle East.
- Qualifications: Level 4 Diploma in Financial Advice and strong client acquisition skills.
The predicted salary is between 50000 - 70000 £ per year.
Ortus PSR Ltd. is hiring an Independent Financial Adviser (Self-Employed) capable of working remotely across the UK, US, and Middle East. The firm values client-first ethical advice and supports advisers with a strong back-office structure.
Advisers will benefit from a lucrative commission structure, retaining full ownership of their client book. Candidates should possess a Level 4 Diploma in Financial Advice and a strong client acquisition ability. The culture is inclusive and supports advisers in maximizing their time and earnings.
Independent Financial Adviser - Remote, Own Client Book in City of Westminster employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser - Remote, Own Client Book in City of Westminster
✨Tip Number 1
Network like a pro! Reach out to your existing contacts and let them know you're on the lookout for new clients. Attend industry events or webinars to meet potential clients and other advisers who can refer you.
✨Tip Number 2
Showcase your expertise! Create content that highlights your knowledge in financial advice. Whether it's blog posts, videos, or social media updates, sharing valuable insights can attract clients who resonate with your approach.
✨Tip Number 3
Leverage technology! Use online platforms to manage your client relationships and streamline your processes. This not only saves time but also allows you to focus on building those all-important client connections.
✨Tip Number 4
Don't forget to apply through our website! We’re here to support you in your journey as an Independent Financial Adviser. By applying directly, you’ll get access to resources that can help you thrive in this role.
We think you need these skills to ace Independent Financial Adviser - Remote, Own Client Book in City of Westminster
Some tips for your application 🫡
Show Off Your Qualifications: Make sure to highlight your Level 4 Diploma in Financial Advice right at the start. We want to see that you’ve got the credentials to back up your expertise!
Client Acquisition Skills Matter: Don’t be shy about showcasing your client acquisition abilities. Share specific examples of how you've built and maintained a client book in the past. We love to see your success stories!
Tailor Your Application: Take a moment to customise your application for us. Mention why you’re excited about working with Ortus PSR Ltd. and how our values align with your approach to client-first ethical advice.
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Stuff
Make sure you’re well-versed in the financial advice landscape. Brush up on your Level 4 Diploma knowledge and be ready to discuss how you can provide ethical, client-first advice. This shows you’re not just qualified but genuinely passionate about helping clients.
✨Showcase Your Client Acquisition Skills
Prepare examples of how you've successfully built and maintained a client book in the past. Be specific about your strategies and results. This will demonstrate your ability to thrive in a self-employed role and align with the firm’s values.
✨Understand the Company Culture
Research Ortus PSR Ltd. and their approach to client relationships. Highlight how your values align with their inclusive culture and how you can contribute to their supportive environment. This will help you stand out as a candidate who fits right in.
✨Prepare Questions
Have a few thoughtful questions ready about the commission structure and back-office support. This shows you’re serious about the role and want to ensure it’s the right fit for you. Plus, it gives you a chance to assess if they meet your expectations.