At a Glance
- Tasks: Help clients achieve financial independence with tailored strategies and ongoing support.
- Company: Join a leading independent wealth management firm with a client-first culture.
- Benefits: Enjoy remote flexibility, in-house support, and continuous learning opportunities.
- Other info: Collaborative environment with cutting-edge technology to enhance your advisory skills.
- Why this job: Make a real impact on clients' lives while enjoying work-life balance.
- Qualifications: Diploma in Regulated Financial Planning and strong interpersonal skills required.
The predicted salary is between 50000 - 60000 £ per year.
Shape Your Future in Financial Advice – Join a Leading Independent Wealth Management Firm.
Are you a client-first Financial Adviser seeking the stability of an employed role with the freedom to work flexibly? This is your opportunity to join a progressive, planning-led wealth management firm as an Employed Independent Financial Adviser, with the flexibility to work remotely or from one of their nationwide office locations. This firm is renowned for its client-centric culture, strong values, and robust support infrastructure – allowing advisers to focus on delivering life-changing financial outcomes without the distractions of running a business solo.
Why Join This Wealth Management Firm?
- Remote-first flexibility with access to office space if preferred
- End-to-end in-house support – including Paraplanning, Admin, DIS, and Compliance
- A client-first advice proposition grounded in integrity and trust
- Consultative marketing and lead generation to support new business development
- A collaborative culture with continuous learning and development opportunities
- Cutting-edge tech including the XPlan POS system to streamline advice delivery
Role Overview – Employed Independent Financial Adviser
In this role, you'll work closely with clients to understand their financial goals, create clear, tailored strategies, and guide them on their journey to financial independence. While the role is home-based, there is an expectation to attend face-to-face client meetings where required, ensuring meaningful relationships are built and maintained.
Key Responsibilities
- Deliver holistic financial planning using the Six-Stage Advice Process
- Regularly review clients’ circumstances and adapt plans accordingly
- Stay up to date with financial products, legislation, and market trends
- Develop new client relationships through referrals, business planning, and marketing initiatives
- Build strong connections with introducers and centres of influence
- Conduct thorough fact-finding and prepare compliant, bespoke financial reports
- Maintain accurate and timely management information
What You'll Need to Succeed
- Diploma in Regulated Financial Planning (DipPFS) or equivalent recognised by the FCA
- Active CF30 status or the ability to obtain it
- A demonstrable client-centric approach and commitment to doing the right thing
- Strong interpersonal skills and professional communication
- Confidence in using technology and delivering advice in both digital and face-to-face settings
- Experience in growing and managing a client base
Remote Financial Advisor in Brighton employer: Ortus Psr
Join a leading independent wealth management firm that prioritises a client-first approach and offers the flexibility of remote work alongside robust in-house support. With a collaborative culture that fosters continuous learning and development, this firm empowers its advisers to focus on delivering impactful financial advice while utilising cutting-edge technology. Experience a rewarding career where your growth is supported, and your contributions are valued in a dynamic and progressive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Remote Financial Advisor in Brighton
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Ortus Psr. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Remote Financial Advisor in Brighton
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Ortus Psr.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Ortus Psr's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Ortus Psr
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Ortus Psr.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Ortus Psr will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Ortus Psr employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
