Home-Based Financial Adviser | OTE £130k + Car
Home-Based Financial Adviser | OTE £130k + Car

Home-Based Financial Adviser | OTE £130k + Car

Full-Time 78000 - 91000 £ / year (est.) Home office (partial)
Ortus PSR Ltd.

At a Glance

  • Tasks: Provide tailored financial advice and build lasting client relationships.
  • Company: Join Ortus PSR Ltd., a leader in financial services.
  • Benefits: OTE of £130k, company car scheme, and personal development opportunities.
  • Other info: Home-based role with travel across Sussex and Surrey.
  • Why this job: Make a real difference in clients' lives while enjoying flexibility and great earnings.
  • Qualifications: Experience as a Financial Adviser and strong relationship-building skills.

The predicted salary is between 78000 - 91000 £ per year.

Ortus PSR Ltd. is looking for an experienced Financial Adviser to work in a home-based field role covering Sussex and Surrey. You will provide tailored financial advice and build lasting relationships with clients across life insurance, pensions, and wealth management.

The position offers a competitive basic salary with an OTE of £130,000, a comprehensive benefits package including a company car scheme, and opportunities for personal development. Travel across the Surrey and Sussex areas is essential.

Home-Based Financial Adviser | OTE £130k + Car employer: Ortus PSR Ltd.

Ortus PSR Ltd. is an exceptional employer that values its Financial Advisers by offering a competitive salary and an impressive OTE of £130,000, alongside a comprehensive benefits package including a company car scheme. With a strong focus on personal development and a supportive work culture, employees are encouraged to build meaningful relationships with clients while enjoying the flexibility of a home-based role covering the beautiful regions of Sussex and Surrey.
Ortus PSR Ltd.

Contact Detail:

Ortus PSR Ltd. Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Home-Based Financial Adviser | OTE £130k + Car

Tip Number 1

Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for opportunities. Personal recommendations can make all the difference in landing that dream role.

Tip Number 2

Prepare for those interviews by practising common questions and scenarios specific to financial advising. We suggest role-playing with a friend or using online resources to boost your confidence and polish your pitch.

Tip Number 3

Showcase your expertise! Create a portfolio or presentation that highlights your past successes in financial advising. This will not only impress potential employers but also demonstrate your commitment to delivering tailored advice.

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 connect directly with us.

We think you need these skills to ace Home-Based Financial Adviser | OTE £130k + Car

Financial Advisory Skills
Client Relationship Management
Life Insurance Knowledge
Pensions Expertise
Wealth Management
Tailored Financial Advice
Sales Skills
Communication Skills
Negotiation Skills
Time Management
Self-Motivation
Adaptability
Networking Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in financial advising, especially in life insurance, pensions, and wealth management. We want to see how your skills align with what we’re looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Tell us why you’re passionate about financial advising and how you can build lasting relationships with clients. Keep it personal and engaging.

Showcase Your Achievements: Don’t just list your responsibilities; show us what you’ve achieved in your previous roles. Use numbers and examples to demonstrate your success in driving results and client satisfaction.

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 us!

How to prepare for a job interview at Ortus PSR Ltd.

Know Your Financial Stuff

Make sure you brush up on your knowledge of life insurance, pensions, and wealth management. Be ready to discuss specific products and strategies you've used in the past. This will show that you're not just familiar with the basics but can provide tailored advice.

Build Rapport

Since this role is all about building lasting relationships, practice your interpersonal skills. Think of ways to connect with the interviewer, perhaps by sharing a relevant personal story or experience that highlights your relationship-building abilities.

Show Your Flexibility

As travel across Sussex and Surrey is essential, be prepared to discuss how you manage your time and travel effectively. Share examples of how you've adapted to different client needs or schedules in the past, demonstrating your flexibility and commitment.

Ask Insightful Questions

Prepare some thoughtful questions about the company culture, team dynamics, and opportunities for personal development. This shows that you're genuinely interested in the role and want to ensure it's a good fit for both you and the company.

Home-Based Financial Adviser | OTE £130k + Car
Ortus PSR Ltd.

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