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For Companies At a Glance
- Tasks: Help clients achieve financial independence with tailored advice and ongoing support.
- Company: Leading UK wealth-management firm with a focus on client-centric solutions.
- Benefits: Remote work, company car allowance, and an existing client portfolio to kickstart your career.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Diploma-qualified adviser with a passion for client relationships and financial planning.
- Other info: Access to leads and collaboration with an in-house legal team for trust work.
The predicted salary is between 36000 - 60000 £ per year.
A leading UK wealth-management firm is seeking an experienced Independent Financial Adviser to join its growing team. This role suits a diploma-qualified adviser who enjoys working with diverse clients and wants to provide truly holistic, client-centric advice. The adviser will work remotely, with access to regional offices for collaboration and client meetings when required. From day one, you’ll be provided with an existing client base from a retiring adviser, giving you a strong foundation to build your referral network. You’ll also have access to leads generated through their established online business, and the opportunity to be involved in trust work alongside their in-house legal team.
Key Responsibilities
- Client Discovery & Planning: Conduct comprehensive fact-finds to understand each client’s current and future financial objectives. Develop clear, tailored strategies that guide clients toward long-term financial independence.
- Ongoing Advice & Reviews: Maintain long-term relationships by regularly reviewing clients’ financial circumstances, updating plans in line with changes to legislation, products and personal goals.
- Business Development: Proactively build and grow your client portfolio.
Financial Adviser in Basingstoke employer: Ortus Psr
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser in Basingstoke
✨Tip Number 1
Network like a pro! Reach out to your existing contacts and let them know you're on the lookout for opportunities. You never know who might have a lead or know someone looking for a Financial Adviser.
✨Tip Number 2
Get social! Use platforms like LinkedIn to showcase your expertise and connect with potential clients. Share insights, articles, and engage in discussions to position yourself as a go-to adviser.
✨Tip Number 3
Don’t shy away from asking for referrals! Once you’ve built a rapport with clients, ask them to refer you to friends or family. A personal recommendation can go a long way in landing new clients.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to get your application in front of the right people. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace Financial Adviser in Basingstoke
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Adviser role. Highlight your diploma qualifications and any relevant experience with diverse clients to show us you’re the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about providing holistic, client-centric advice. Share specific examples of how you've helped clients achieve their financial goals.
Showcase Your Client Relationship Skills: In your application, emphasise your ability to build long-term relationships with clients. We want to see how you maintain ongoing advice and reviews, so share any relevant experiences that demonstrate this.
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 during the process!
How to prepare for a job interview at Ortus Psr
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around holistic advice and client-centric strategies. Familiarise yourself with the latest trends in wealth management and be ready to discuss how you can apply them to help clients achieve their financial goals.
✨Showcase Your Experience
Prepare to talk about your previous roles and how they relate to the responsibilities of this position. Highlight any experience you have with client discovery, planning, and ongoing advice. Use specific examples to demonstrate your ability to build long-term relationships and adapt to changes in legislation or client needs.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions that show your interest in the company and the role. Ask about their approach to client relationships, how they support advisers in business development, and what opportunities there are for collaboration with the legal team.
✨Be Yourself
While it’s important to be professional, don’t forget to let your personality shine through. The firm is looking for someone who fits well with their culture, so be genuine and express your passion for helping clients achieve financial independence. This will help you stand out as a candidate who truly cares.
