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For Companies At a Glance
- Tasks: Provide independent financial advice and exceptional service to clients.
- Company: Join an award-winning firm that values your expertise and supports your growth.
- Benefits: Enjoy flexibility, a guaranteed draw, and full marketing support.
- Why this job: Achieve work-life balance while unlocking unlimited earning potential in a dynamic environment.
- Qualifications: Experience as a Financial Adviser with a strong client management background.
- Other info: Access cutting-edge technology and a supportive team to enhance your client service.
The predicted salary is between 43200 - 72000 £ per year.
Are you an experienced Financial Adviser with a passion for providing independent advice and exceptional service to your clients? Do you dream of achieving a better work-life balance while taking control of your own future? If so, we have an incredible opportunity for you!
Our award-winning client is seeking Financial Advisers who are managing clients banks with £20 Million Assets Under Management (AUM) to join their dynamic team. As an Independent Financial Adviser you will become part of a supportive ecosystem that values your expertise and empowers you to thrive.
Here\’s what awaits you as an IFA.
While you transfer into a Self Employed role within the business you will be provided with a guaranteed draw that will look after you while you move your clients across after covenants.
You will be supported by a Paraplanning and Admin team as well as a Marketing consultant who will put in place a strategy to win new business.
Flexibility and Freedom: Enjoy the freedom to choose where you work, allowing you to create your ideal work environment. Additionally, our central London offices in Farringdon are available to you, providing a convenient and professional space to meet clients and collaborate with peers.
Unparalleled Support: Leave behind administrative burdens and focus on what truly matters – your clients. Benefit from a fantastic business management team, full Marketing support, and a dedicated 1:2 ratio of Administration and Paraplanners. This unwavering support allows you to dedicate your time and expertise to meeting your clients\’ needs effectively.
Cutting-Edge Technology: Embrace the latest technology at your fingertips, empowering you to streamline processes and deliver a top-tier service to your clients. With access to advanced tools and resources, you\’ll be at the forefront of innovation in the industry.
Unlimited Earning Potential: Take control of your financial future and unlock uncapped earnings. As you grow your client base and provide them with fully independent advice, products, and services, you\’ll see your personal earnings soar to new heights.
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Independent Financial Adviser 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
✨Tip Number 1
Network with other financial professionals in your area. Attend industry events, seminars, or workshops to connect with potential colleagues and clients. Building relationships can lead to referrals and opportunities that may not be advertised.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise. Share insights, articles, and success stories related to financial advising. This will help you establish yourself as a thought leader and attract the attention of potential employers.
✨Tip Number 3
Consider reaching out directly to the hiring team at StudySmarter. Express your interest in the Independent Financial Adviser position and ask insightful questions about the role and company culture. This proactive approach can set you apart from other candidates.
✨Tip Number 4
Stay updated on industry trends and regulations. Being knowledgeable about the latest developments in financial advising will not only enhance your skills but also demonstrate your commitment to providing exceptional service to clients.
We think you need these skills to ace Independent Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Adviser, particularly any relevant achievements in managing clients with significant Assets Under Management (AUM). Use specific metrics to demonstrate your success.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for independent financial advice and your commitment to exceptional client service. Mention how the role aligns with your career goals and why you are excited about the opportunity.
Highlight Relevant Skills: In your application, emphasise skills that are crucial for an Independent Financial Adviser, such as client relationship management, financial planning, and knowledge of cutting-edge technology in the finance sector.
Showcase Your Independence: Demonstrate your ability to work independently and manage your own client base effectively. Share examples of how you've successfully navigated challenges in previous roles and how you plan to leverage the support offered by the company.
How to prepare for a job interview at Ortus PSR Ltd.
✨Showcase Your Expertise
As an Independent Financial Adviser, it's crucial to demonstrate your knowledge and experience in managing substantial assets. Be prepared to discuss your previous successes and how you've effectively advised clients in the past.
✨Emphasise Client-Centric Approach
Highlight your commitment to providing exceptional service. Discuss how you prioritise client needs and tailor your advice to suit their individual circumstances, showcasing your ability to build strong relationships.
✨Familiarise Yourself with Technology
Since the role involves using cutting-edge technology, be ready to talk about your experience with financial tools and software. Mention any specific technologies you’ve used that could enhance your efficiency and client service.
✨Discuss Work-Life Balance
Given the emphasis on flexibility and freedom in this role, share your thoughts on achieving a healthy work-life balance. Explain how you plan to manage your time effectively while still delivering top-notch service to your clients.
