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For Companies At a Glance
- Tasks: Manage and grow a £60M client portfolio while providing expert financial advice.
- Company: Reputable wealth management firm with a focus on client success.
- Benefits: Base salary up to £65,000 plus bonuses, with potential earnings of £100,000.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Experience in financial planning and a passion for client outcomes.
- Other info: Full lead support provided, ensuring you can focus on client relationships.
The predicted salary is between 60000 - 100000 £ per year.
A wealth management firm seeks a Financial Planner to manage and grow an existing £60M client book with full lead support. The role involves providing comprehensive financial advice, collaborating closely with clients, and ensuring compliance with industry regulations.
This position offers a base salary of up to £65,000, with a bonus potential taking total earnings up to £100,000, and is ideal for someone driven by client outcomes and professional integrity.
Remote Financial Planner — Inherit £60M AUM, OTE £100K in Birmingham employer: Ortus Psr
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Financial Planner — Inherit £60M AUM, OTE £100K in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at a firm that’s hiring.
✨Tip Number 2
Prepare for those interviews! Research the company and its client base, especially since you'll be managing a £60M AUM. Be ready to discuss how you can enhance client outcomes and demonstrate your professional integrity.
✨Tip Number 3
Showcase your expertise! Create a portfolio or case studies that highlight your past successes in financial planning. This will help you stand out and prove that you can manage and grow client relationships effectively.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job, and applying directly can give you an edge over other candidates. Let’s get you started on this exciting journey!
We think you need these skills to ace Remote Financial Planner — Inherit £60M AUM, OTE £100K in Birmingham
Some tips for your application 🫡
Show Your Passion for Financial Planning: When writing your application, let us see your enthusiasm for financial planning shine through. Share specific examples of how you've helped clients achieve their financial goals and why you're excited about this role.
Tailor Your CV to the Role: Make sure your CV is tailored to highlight your experience with managing client portfolios and providing comprehensive financial advice. We want to see how your skills align with our needs, so don’t be shy about showcasing relevant achievements.
Be Clear and Concise: In your written application, clarity is key! Use straightforward language and avoid jargon where possible. We appreciate a well-structured application that gets straight to the point while still reflecting your personality.
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’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Ortus Psr
✨Know Your Numbers
Before the interview, brush up on your financial knowledge and be ready to discuss key metrics related to wealth management. Understand the £60M AUM and how you would approach managing and growing it. This shows your preparedness and expertise.
✨Client-Centric Approach
Prepare examples of how you've successfully collaborated with clients in the past. Highlight your ability to understand their needs and provide tailored financial advice. This will demonstrate your commitment to client outcomes, which is crucial for this role.
✨Regulatory Knowledge is Key
Familiarise yourself with the latest industry regulations and compliance standards. Be ready to discuss how you ensure compliance in your financial planning process. This will show that you take professional integrity seriously, aligning with what the firm values.
✨Show Your Drive
Express your motivation for achieving results and driving growth. Share specific goals you've set in previous roles and how you achieved them. This will resonate well with the firm's focus on client outcomes and your potential to earn that £100K OTE.
