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- Tasks: Manage client relationships and deliver tailored financial advice across various sectors.
- Company: Established independent financial planning firm with a strong reputation in the UK.
- Benefits: Competitive salary, uncapped bonuses, pension provision, and lead generation support.
- Why this job: Enjoy long-term earning potential while making a real difference in clients' financial lives.
- Qualifications: Level 4 Diploma qualified with experience in IFA or wealth management.
- Other info: Stable environment with opportunities for career growth and professional development.
The predicted salary is between 46800 - 78000 £ per year.
A client-facing advisory role with long-term earning potential. We are working with a Midlands-based financial planning business that is looking to appoint an experienced Financial Advisor as part of its continued, steady growth. This opportunity would suit an adviser who enjoys managing their own client relationships while being supported by a well-structured and established business.
The Business: Our client is a long-standing independent financial planning firm operating within the UK wealth management market. The business supports advisers with a professional infrastructure, established processes, and a strong reputation that generates ongoing client demand. Advisers are encouraged to focus on advice delivery and relationship management rather than administration-heavy workloads. The firm offers a stable environment with experienced colleagues, realistic expectations, and a clear emphasis on compliant, client-led advice.
The Position: The successful candidate will take over responsibility for a number of existing client relationships and will also have the opportunity to develop additional business over time. Introductions are available, and there is flexibility around how advisers grow their client bank, but this role is best suited to someone comfortable building and maintaining their own pipeline.
- Deliver regulated advice across pensions, investments, protection, and estate planning
- Manage ongoing client relationships, including regular reviews and servicing
- Identify new planning opportunities through effective client engagement
- Produce compliant recommendations and documentation
- Work alongside internal support teams to ensure efficient client outcomes
- Maintain technical competence and regulatory knowledge through CPD
Candidate Profile: Level 4 Diploma qualified (DipFA, CII Diploma, or equivalent). Experience providing advice within an IFA or wealth management firm. Comfortable managing a portfolio of clients independently. Knowledge of Inheritance Tax Planning is beneficial. Professional, reliable, and relationship-driven approach.
Remuneration and Benefits: Basic salary up to £65,000 depending on experience. Uncapped bonus scheme linked to performance. Pension provision. Support with lead generation. Long-term career stability within an established firm.
Financial Advisor in Royal Leamington Spa employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Royal Leamington Spa
✨Tip Number 1
Network like a pro! Attend industry events, join local financial planning groups, and connect with other professionals on LinkedIn. Building relationships can lead to referrals and new client opportunities.
✨Tip Number 2
Showcase your expertise! Consider hosting webinars or workshops on financial topics that matter to your target audience. This not only positions you as a knowledgeable advisor but also helps you engage potential clients.
✨Tip Number 3
Follow up with leads consistently. After meeting someone or having a conversation, send a quick email or message to keep the connection alive. A simple follow-up can turn a casual chat into a solid client relationship.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a range of resources and support to help you land that Financial Advisor role. Plus, it’s a great way to show your commitment to joining our team.
We think you need these skills to ace Financial Advisor in Royal Leamington Spa
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Advisor role. Highlight your client relationship management and advisory experience, as this is what we’re really looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial advising and how your background makes you a perfect fit for our team. Keep it professional but let your personality show through.
Showcase Your Qualifications: Don’t forget to mention your Level 4 Diploma or equivalent qualifications in your application. We want to see that you have the technical knowledge to deliver compliant advice across various areas like pensions and investments.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest 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 brush up on your knowledge of pensions, investments, protection, and estate planning. The interviewers will likely ask you about your experience in these areas, so being well-prepared will show them you're serious about the role.
✨Showcase Your Relationship Skills
Since this role is all about managing client relationships, be ready to share examples of how you've successfully built and maintained client connections in the past. Highlight your approach to client engagement and how you identify new planning opportunities.
✨Understand the Business
Do your homework on the financial planning firm you're interviewing with. Familiarise yourself with their reputation, processes, and the support they offer advisers. This will help you tailor your answers and demonstrate that you're genuinely interested in joining their team.
✨Ask Thoughtful Questions
Prepare some insightful questions to ask during the interview. This could include inquiries about their approach to compliance, how they support advisers in lead generation, or what their expectations are for someone in this role. It shows you're engaged and thinking about how you can contribute.
