Financial Adviser - Tech-Powered Growth & Equity
Financial Adviser - Tech-Powered Growth & Equity

Financial Adviser - Tech-Powered Growth & Equity

Full-Time 54000 - 90000 £ / year (est.) No home office possible
Ortus PSR Ltd.

At a Glance

  • Tasks: Help clients achieve financial goals using advanced technology and personalised service.
  • Company: Leading financial advisory firm in London with a modern approach.
  • Benefits: Competitive salary, bonuses, flexible working, and comprehensive health benefits.
  • Why this job: Join a forward-thinking team and make a real difference in clients' lives.
  • Qualifications: Driven individuals with a passion for finance and client service.
  • Other info: Enjoy a dynamic work environment with opportunities for growth.

The predicted salary is between 54000 - 90000 £ per year.

A leading financial advisory firm in London is seeking driven Financial Advisers who are ready to break away from outdated wealth management. With a focus on client-first service, you will have autonomy in managing your client bank and utilize advanced technology for financial planning.

The role offers a competitive base salary up to £90,000 with bonuses exceeding £130,000, alongside a flexible hybrid working model and comprehensive benefits including private medical insurance and income protection.

Financial Adviser - Tech-Powered Growth & Equity employer: Ortus PSR Ltd.

Join a forward-thinking financial advisory firm in London that prioritises innovation and client-centric service. With a strong emphasis on employee growth, you will benefit from a flexible hybrid working model, competitive compensation, and comprehensive benefits, all while utilising cutting-edge technology to enhance your financial planning capabilities. This is an excellent opportunity for those looking to thrive in a dynamic environment that values autonomy and professional development.
Ortus PSR Ltd.

Contact Detail:

Ortus PSR Ltd. Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Adviser - Tech-Powered Growth & Equity

✨Tip Number 1

Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. The more people you know, the better your chances of landing that Financial Adviser role.

✨Tip Number 2

Show off your tech-savvy side! Since this role is all about using advanced technology for financial planning, make sure to highlight any relevant tools or software you’re familiar with during interviews.

✨Tip Number 3

Prepare for those tricky interview questions! Think about how you can demonstrate your client-first service approach and autonomy in managing a client bank. We want to see how you can bring value to the team.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.

We think you need these skills to ace Financial Adviser - Tech-Powered Growth & Equity

Client Management
Financial Planning
Technology Utilisation
Wealth Management
Autonomy
Sales Skills
Communication Skills
Analytical Skills
Problem-Solving Skills
Adaptability
Negotiation Skills
Relationship Building
Time Management

Some tips for your application 🫡

Show Your Passion for Innovation: When writing your application, let us know how excited you are about using technology in financial planning. We love candidates who are ready to embrace new ideas and break away from the old ways of doing things.

Highlight Client-Centric Experience: Make sure to showcase any experience you have in client-first service. We want to see how you've put clients at the heart of your work and how that aligns with our values at StudySmarter.

Be Clear About Your Autonomy: We value independence, so don’t shy away from discussing times when you’ve taken charge of your client bank or made decisions on your own. This will help us understand how you can thrive in our flexible environment.

Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to see your enthusiasm and ensure you’re considered for this exciting opportunity!

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 metrics and market trends. Brush up on key financial concepts and be ready to discuss how you can leverage technology to enhance client service.

✨Showcase Your Client-Centric Approach

This role emphasises a client-first service. Prepare examples from your past experiences where you've prioritised client needs and how that led to successful outcomes. This will show that you align with their values.

✨Familiarise Yourself with Tech Tools

Since the firm focuses on tech-powered growth, make sure you’re familiar with the latest financial planning software and tools. Be ready to discuss how you’ve used technology in your previous roles to improve efficiency and client satisfaction.

✨Prepare for Scenario Questions

Expect scenario-based questions that assess your problem-solving skills and decision-making process. Think about potential challenges you might face in managing a client bank and how you would address them effectively.

Financial Adviser - Tech-Powered Growth & Equity
Ortus PSR Ltd.

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

>