Independent Financial Adviser - Remote, Own Client Book in London
Independent Financial Adviser - Remote, Own Client Book

Independent Financial Adviser - Remote, Own Client Book in London

London Freelance 50000 - 70000 £ / year (est.) Home office possible
Ortus PSR Ltd.

At a Glance

  • Tasks: Provide ethical financial advice and manage your own client book remotely.
  • Company: Ortus PSR Ltd., a supportive and inclusive financial advisory firm.
  • Benefits: Lucrative commission structure and full ownership of your client book.
  • Other info: Join a culture that values your time and supports your growth.
  • Why this job: Maximise your earnings while working flexibly across the UK, US, and Middle East.
  • Qualifications: Level 4 Diploma in Financial Advice and strong client acquisition skills.

The predicted salary is between 50000 - 70000 £ per year.

Ortus PSR Ltd. is hiring an Independent Financial Adviser (Self-Employed) capable of working remotely across the UK, US, and Middle East. The firm values client-first ethical advice and supports advisers with a strong back-office structure.

Advisers will benefit from a lucrative commission structure, retaining full ownership of their client book. Candidates should possess a Level 4 Diploma in Financial Advice and a strong client acquisition ability. The culture is inclusive and supports advisers in maximizing their time and earnings.

Independent Financial Adviser - Remote, Own Client Book in London employer: Ortus PSR Ltd.

Ortus PSR Ltd. is an exceptional employer for Independent Financial Advisers, offering the flexibility of remote work across the UK, US, and Middle East while prioritising a client-first approach. With a robust back-office support system and a lucrative commission structure, advisers can fully own their client book and thrive in an inclusive culture that fosters professional growth and maximises earnings potential.
Ortus PSR Ltd.

Contact Detail:

Ortus PSR Ltd. Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Independent Financial Adviser - Remote, Own Client Book in London

✨Tip Number 1

Network like a pro! Reach out to your existing contacts and let them know you're on the lookout for new clients. Attend industry events or webinars to meet potential clients and other advisers who can refer you.

✨Tip Number 2

Showcase your expertise! Create content that highlights your knowledge in financial advice. Whether it's blog posts, videos, or social media updates, sharing valuable insights can attract clients who resonate with your approach.

✨Tip Number 3

Leverage technology! Use online platforms to manage your client relationships and streamline your processes. This not only saves time but also allows you to focus on building those all-important client connections.

✨Tip Number 4

Don't forget to apply through our website! We’re here to support you in your journey as an Independent Financial Adviser. By applying directly, you’ll get access to resources that can help you maximise your earnings and client base.

We think you need these skills to ace Independent Financial Adviser - Remote, Own Client Book in London

Level 4 Diploma in Financial Advice
Client Acquisition
Ethical Advice
Remote Working
Strong Communication Skills
Time Management
Sales Skills
Client Relationship Management
Financial Planning
Negotiation Skills
Self-Motivation
Adaptability

Some tips for your application 🫡

Show Off Your Qualifications: Make sure to highlight your Level 4 Diploma in Financial Advice right at the start. We want to see that you’ve got the credentials to back up your expertise!

Client Acquisition Skills Matter: Don’t be shy about showcasing your client acquisition abilities. Share specific examples of how you've built and maintained a client book in the past. We love to see your success stories!

Tailor Your Application: Take a moment to customise your application for us. Mention why you’re excited about working with Ortus PSR Ltd. and how our values align with your approach to client-first advice.

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 Stuff

Make sure you’re well-versed in the financial advice sector, especially regarding ethical practices and client-first approaches. Brush up on your Level 4 Diploma content and be ready to discuss how you’ve applied this knowledge in real-world scenarios.

✨Showcase Your Client Acquisition Skills

Prepare specific examples of how you've successfully built and maintained a client book in the past. Highlight your strategies for attracting new clients and retaining existing ones, as this is crucial for the role.

✨Understand Their Culture

Research Ortus PSR Ltd.'s values and culture. Be ready to explain how your personal values align with their inclusive environment and how you can contribute to their supportive structure for advisers.

✨Ask Insightful Questions

Prepare thoughtful questions about the commission structure and back-office support they provide. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.

Independent Financial Adviser - Remote, Own Client Book in London
Ortus PSR Ltd.
Location: London

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