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- Tasks: Build and expand your own client portfolio while delivering top-notch financial planning.
- Company: Join a respected wealth management firm with a strong national brand.
- Benefits: Competitive salary with bonuses, full support, and sponsorship towards Chartered status.
- Why this job: Accelerate your earnings and grow your career in a supportive environment.
- Qualifications: Diploma qualified with proven client acquisition skills and an entrepreneurial mindset.
- Other info: Opportunity to inherit clients and form strategic partnerships for growth.
The predicted salary is between 36000 - 60000 £ per year.
We’re partnered with one of the UK’s most respected wealth management businesses to offer an exceptional opportunity for an ambitious Financial Adviser in Dundee. If you’re driven by new business, client acquisition, and long-term growth, this is your chance to build something exceptional with the backing of a national brand that invests heavily in its advisers’ success.
You’ll have the freedom to focus on winning and growing client relationships, with full paraplanning, administrative, and lead generation support behind you.
What’s in it for you?
- Validation is 1.2x basic with 25% bonus thereafter
- Full paraplanning and admin support so you can focus on clients
- Centrally generated leads and business development resources
- Sponsorship towards Chartered status
- Potential to inherit clients once growth is proven
- Work with a firm with the scale, brand, and infrastructure to help you achieve your full potential
Your focus will be:
- Building and expanding your own client portfolio through networking, referrals, and professional connections
- Delivering seminars and events to attract new clients
- Forming strategic partnerships with solicitors, accountants, and other introducers
- Providing first-class financial planning across pensions, investments, protection, and estate planning
What we’re looking for:
- Diploma qualified (Level 4) with CAS and SPS
- Proven ability in winning new clients and growing revenue
- Entrepreneurial mindset with a desire to take your career to the next level
- Strong communication skills and a passion for delivering outstanding client service
If you’re ready to accelerate your earnings, grow your client base, and work with a firm that rewards success, apply now.
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 like a pro! Attend local events, seminars, and workshops related to finance. This is your chance to meet potential clients and other professionals who can refer you.
✨Tip Number 2
Leverage social media to showcase your expertise. Share insights, tips, and success stories on platforms like LinkedIn. It’s a great way to attract attention and build your personal brand.
✨Tip Number 3
Don’t shy away from asking for referrals. If you’ve got happy clients, they’ll likely know others who could benefit from your services. A simple ask can lead to new opportunities!
✨Tip Number 4
Apply through our website! We’re all about making connections, and applying directly can give you an edge. Plus, it shows you’re serious about joining our team and growing your career.
We think you need these skills to ace Financial Adviser
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 client acquisition successes and any relevant qualifications, like your Diploma Level 4.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about financial advising. Share specific examples of how you've built client relationships and driven business growth in the past.
Showcase Your Entrepreneurial Spirit: We love candidates who think outside the box! In your application, mention any innovative strategies you've used to attract clients or grow revenue. This will show us you're ready to take your career to the next level.
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. This way, we can easily track your application and get back to you quickly!
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Numbers
As a Financial Adviser, you’ll need to demonstrate your understanding of financial products and market trends. Brush up on key statistics and recent developments in the wealth management sector. This will show your potential employer that you’re not just knowledgeable but also passionate about the industry.
✨Showcase Your Client Acquisition Skills
Prepare specific examples of how you've successfully acquired clients in the past. Whether through networking, referrals, or strategic partnerships, be ready to discuss your approach and the results you've achieved. This will highlight your entrepreneurial mindset and ability to drive new business.
✨Demonstrate Your Communication Skills
Strong communication is crucial in this role. Practice articulating complex financial concepts in simple terms. During the interview, focus on how you can build relationships with clients and partners, as well as how you plan to deliver outstanding service.
✨Align with Their Values
Research the company’s values and mission. Be prepared to discuss how your personal values align with theirs, especially regarding client service and long-term growth. This shows that you’re not just looking for a job, but a place where you can truly contribute and thrive.