At a Glance
- Tasks: Provide expert financial advice and build lasting client relationships.
- Company: Join a growing wealth management team at Ortus PSR Ltd. in Manchester.
- Benefits: Enjoy hybrid working, comprehensive support, and growth opportunities.
- Other info: Flexible role with both employed and self-employed options available.
- Why this job: Make a real difference in clients' lives while advancing your career.
- Qualifications: Experience in financial planning and strong relationship-building skills.
The predicted salary is between 49500 - 60500 £ per year.
Ortus PSR Ltd. is seeking an Independent Financial Adviser in Manchester to join a growing wealth management team. The role offers hybrid working and is available on employed or self-employed terms, with comprehensive paraplanning, administration and marketing support to focus on advising clients and growing the practice.
The ideal candidate will deliver holistic financial planning across investments, pensions and retirement, while building long-term client relationships and developing new opportunities.
Independent Financial Adviser — Hybrid Role with Growth Support employer: Ortus PSR Ltd.
Join a prestigious, independently owned financial planning firm in Enderby, Leicestershire, where your role as a Paraplanner is valued and integral to the advice process. With a strong emphasis on professional development, a collaborative work culture, and a competitive salary package including bonuses and benefits, this firm offers an exceptional environment for growth and meaningful contributions to high-net-worth clients. Experience the satisfaction of working in a team that prioritises excellence and client retention, all while enjoying the flexibility of a hybrid working pattern.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Adviser — Hybrid Role with Growth Support
✨Show Off Your Expertise Online
In the banking and financial services world, sharing your insights on platforms like LinkedIn can really set you apart. Write articles about market trends or finance tips, and engage in discussions in relevant groups. This not only boosts your visibility but also highlights your knowledge to potential clients.
✨Join Freelance Platforms and Networking Events
Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.
✨Build a Stunning Portfolio
Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.
✨Direct Outreach is Key
For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on Ortus PSR Ltd. for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Independent Financial Adviser — Hybrid Role with Growth Support
Some tips for your application 🫡
Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.
Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at Ortus PSR Ltd.. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!
Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!
Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining Ortus PSR Ltd.. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!
How to prepare for a job interview at Ortus PSR Ltd.
✨Show Off Your Financial Savvy
When you're talking with Ortus PSR Ltd., make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.
✨Bring Your Portfolio to Life
A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.
✨Know Your Regulations and Compliance
In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.
✨Be Ready to Discuss Your Rates and Availability
As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to Ortus PSR Ltd..
