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- Tasks: Engage with clients and provide independent financial advice to help them achieve their goals.
- Company: Ortus PSR Ltd., a leading firm in Shrewsbury offering a supportive environment.
- Benefits: Base salary of £50k-£70k, £8k car allowance, plus revenue-based bonuses.
- Other info: Opportunity to inherit clients with significant assets and realistic first-year earnings around £90k.
- Why this job: Join a dynamic team and earn substantial income while making a real difference for clients.
- 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+ in Oswestry 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+ in Oswestry
✨Tip Number 1
Network like a pro! Get out there and connect with other financial professionals in your area. Attend local events, join relevant groups, and don’t be shy about sharing your expertise. You never know who might refer you to your next big client!
✨Tip Number 2
Leverage social media to showcase your skills. Share insights, tips, and success stories on platforms like LinkedIn. This not only builds your personal brand but also attracts potential clients who are looking for someone with your expertise.
✨Tip Number 3
Practice your pitch! Whether it’s a casual coffee chat or a formal meeting, having a clear and engaging way to present your services can make all the difference. Tailor your approach to highlight how you can meet their specific financial needs.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for passionate financial advisors. By applying directly, you’ll get noticed faster and have a better chance of landing that dream role with us at Ortus PSR Ltd.
We think you need these skills to ace Independent Financial Advisor: 10–15 Client Meetings/Month, £100k+ in Oswestry
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. We love seeing quantifiable results that demonstrate your impact.
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 during the process!
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Numbers
As an Independent Financial Advisor, you’ll need to demonstrate your understanding of financial metrics. Brush up on key performance indicators and be ready to discuss how you've generated revenue in previous roles. This shows you’re not just about advice but also about results.
✨Client Engagement Strategies
Since the role requires 10-15 client meetings a month, think about how you engage clients effectively. Prepare examples of how you've built relationships and retained clients in the past. This will highlight your commitment to client engagement, which is crucial for this position.
✨Showcase Your Qualifications
With a level 4 qualification being a must, make sure you can articulate how your education has prepared you for this role. Discuss any relevant training or certifications that enhance your credibility as a financial planner.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Think of situations where you had to navigate complex financial issues or client concerns. Practising these scenarios will help you respond confidently and show your expertise.