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- Tasks: Engage with clients, providing independent financial advice and managing significant assets.
- Company: Ortus PSR Ltd., a leading firm in Shrewsbury with a focus on client success.
- Benefits: Base salary of £50k-£70k, £8k car allowance, plus revenue-based bonuses.
- Other info: Opportunity to inherit clients and grow your career in a supportive environment.
- Why this job: Join a dynamic team and earn realistically around £90k in your first year.
- Qualifications: Minimum 3 years experience and level 4 qualification required.
The predicted salary is between 50000 - 70000 £ per year.
Ortus PSR Ltd. is seeking a Financial Planner based in Shrewsbury, offering independent advice and a base salary between £50k and £70k, plus an £8k car allowance and revenue-based bonus.
This role suits advisers committed to client engagement, providing 10-15 booked meetings monthly, and inheriting clients with significant assets.
An ideal candidate will have at least 3 years of experience, level 4 qualification, and a proven ability to generate substantial revenue, with realistic first-year earnings around £90k.
Independent Financial Advisor: 10–15 Client Meetings/Month, £100k+ employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor: 10–15 Client Meetings/Month, £100k+
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisors and potential clients. Attend industry events, join local business groups, and don’t be shy about sharing your expertise.
✨Tip Number 2
Leverage social media to showcase your skills. Share insights on financial planning, engage with your audience, and build your personal brand. This can help you attract clients who resonate with your approach.
✨Tip Number 3
Practice your pitch! Whether it’s a casual coffee chat or a formal meeting, being able to clearly articulate your value proposition is key. Make sure you can explain how you can help clients achieve their financial goals.
✨Tip Number 4
Don’t forget to apply through our website! We’re always looking for passionate financial advisors who are ready to make a difference. Your next big opportunity could be just a click away!
We think you need these skills to ace Independent Financial Advisor: 10–15 Client Meetings/Month, £100k+
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the job description. Highlight your client engagement experience and any relevant qualifications to show us you’re the right fit for the role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how your background aligns with our needs. Be genuine and let your personality come through.
Showcase Your Achievements: Don’t just list your responsibilities; share your successes! Include specific examples of how you’ve generated revenue or improved client relationships in your previous roles. We love seeing tangible results!
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 our team.
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Numbers
Make sure you’re familiar with your past performance metrics. Be ready to discuss how many clients you've managed, the revenue you've generated, and any specific strategies that led to your success. This will show that you can deliver results.
✨Understand the Company Culture
Research Ortus PSR Ltd. and their approach to client engagement. Knowing their values and how they operate will help you tailor your answers to fit their culture, making you a more appealing candidate.
✨Prepare for Scenario Questions
Expect questions about how you would handle specific client situations or challenges. Think of examples from your experience where you successfully navigated difficult conversations or provided exceptional service.
✨Show Your Passion for Client Engagement
Demonstrate your commitment to building strong client relationships. Share stories that highlight your dedication to understanding client needs and how you’ve gone above and beyond to meet those needs in the past.