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For Companies At a Glance
- Tasks: Help clients achieve financial goals while building your own client book.
- Company: A modern, client-first financial planning firm with a start-up vibe.
- Benefits: Competitive salary, bonuses, unlimited holiday, and mostly remote work.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Qualified Financial Planner with client-facing experience and independence.
- Other info: Work in a beautiful co-working space and enjoy excellent career growth.
The predicted salary is between 42000 - 84000 £ per year.
Overview
Financial Planner – Join a Modern, Client-First Firm | 1 day a week in the office
A new kind of financial planning business is growing fast — and they’re looking for an exceptional Chartered Financial Planner to join their ambitious team.
This is not your typical firm. Forget bureaucracy and stale office culture: this business runs on the energy of a start-up, with the professionalism and credibility of an established practice. Lean, tech-driven, and relentlessly client-first, it offers the independence to build your own client book with the backing of a high-performance team.
The team works mostly remotely, but when they come together, it’s at a beautiful co-working space in the Cotswolds — a refreshing alternative to the corporate grind.
Salary £50,000 – £60,000 + Bonus
Responsibilities
- This role suits someone who thrives in a fast-paced, small-team environment and takes ownership of both client outcomes and business growth.
- Ability to take on new leads and onboard customers
Qualifications
- Qualified Financial Planner.
- Experienced in client-facing financial planning, delivering high-quality advice.
- Capable of building and managing your own client book, with the discipline to work independently.
What’s on Offer
- Competitive salary + bonus + potential equity.
- Mostly remote working (4 days at home, 1 in-office).
- Unlimited holiday.
- A supportive, high-performance culture.
- Exposure to complex, high-value planning cases.
- A small, ambitious team where your work is visible, valued, and expected to be outstanding.
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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! Reach out to your connections in the financial planning world and let them know you're on the lookout for new opportunities. You never know who might have a lead or can introduce you to someone at that modern, client-first firm.
✨Tip Number 2
Get your online presence sorted! Make sure your LinkedIn profile is up-to-date and showcases your skills as a Chartered Financial Planner. Engage with relevant content and connect with people in the industry to boost your visibility.
✨Tip Number 3
Prepare for those interviews! Research the company’s values and culture, especially their client-first approach. Be ready to discuss how you can contribute to their ambitious team and share examples of your past successes in client-facing roles.
✨Tip Number 4
Don’t forget to apply through our website! We’re all about making the application process smooth and straightforward. Plus, it shows you’re genuinely interested in joining our high-performance culture.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Show Your Personality: When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. A bit of flair can make your application stand out in a sea of formalities.
Tailor Your Application: Make sure to customise your application for the Financial Planner role. Highlight your relevant experience and how it aligns with our client-first approach. We love seeing how you can contribute to our unique culture!
Be Clear and Concise: Keep your application clear and to the point. We appreciate straightforward communication, so avoid jargon and fluff. Make it easy for us to see why you’re the perfect fit for our ambitious team.
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 shows you’re keen on joining our modern, tech-driven firm!
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge. Be ready to discuss your experience with client-facing roles and how you've delivered high-quality advice in the past. This firm values expertise, so show them you know your way around complex financial cases.
✨Show Your Client-First Mindset
Since this role is all about being client-first, prepare examples of how you've put clients at the centre of your work. Think about times when you've gone above and beyond for a client or how you've built strong relationships. This will demonstrate that you align with their values.
✨Embrace the Tech
This firm is tech-driven, so be ready to talk about any financial planning software or tools you're familiar with. If you’ve used innovative tech solutions to enhance client experiences or streamline processes, share those stories. It’ll show you’re adaptable and forward-thinking.
✨Be Yourself
They’re looking for someone who fits into their modern, energetic culture. Don’t be afraid to let your personality shine through during the interview. Share your passion for financial planning and how you thrive in a small-team environment. Authenticity goes a long way!
