At a Glance
- Tasks: Provide holistic financial planning and build long-term client relationships.
- Company: Established wealth management firm with a strong ethical culture.
- Benefits: Up to £65,000 salary, 25 days holiday, and matched pension contributions.
- Other info: Enjoy hybrid working and access to market-leading tools for success.
- Why this job: Step into a warm client bank and focus on meaningful financial advice.
- Qualifications: Level 4 qualified Financial Planner with strong interpersonal skills.
The predicted salary is between 65000 - 65000 £ per year.
This is a rare opportunity for a qualified Financial Planner to step into a warm, established client bank at a well established wealth management firm. With a strong infrastructure and high-integrity culture, the business offers the freedom to focus on what matters - delivering outstanding financial advice and building long-term relationships. You’ll take over an existing portfolio of loyal clients, with the support of dedicated paraplanners and client service professionals to ensure you can focus on planning, not paperwork. No cold prospecting required - just the chance to deepen relationships, deliver meaningful outcomes, and grow your income in a supportive, values-led environment.
Why This Opportunity Stands Out
- Immediate handover of an active client bank
- Salary up to £65,000 plus discretionary bonus
- Full paraplanning and admin support provided
- Hybrid working
- Culture rooted in collaboration, ethical advice and long-term thinking
- Access to market-leading tools including cashflow planning software
- Clear development path and ongoing lead generation
Key Responsibilities
- Provide holistic financial planning to a portfolio of individual clients
- Conduct regular client reviews, ensuring plans remain aligned with life goals
- Use cashflow modelling to demonstrate advice impact and future scenarios
- Work collaboratively with internal teams to deliver high-quality outcomes
- Strengthen client loyalty through regular contact and trusted guidance
- Maintain accurate, compliant client records in line with FCA expectations
What We're Looking For
- Level 4 qualified Financial Planner
- Track record of success within an IFA, private client or wealth management setting
- Strong technical knowledge across pensions, investments, tax and protection
- Excellent interpersonal skills with a relationship-first mindset
- A self-starter who thrives in a structured yet autonomous environment
Benefits
- 25 days holiday (rising to 30 with service)
- Matched pension contributions up to 7.5%
- Life assurance (4x salary) and income protection
- Access to internal financial advisers for personal planning support
- Season ticket loans, eye care and wellbeing benefits
- Employee discounts across retail, travel and lifestyle services
Financial Adviser in Burton upon Trent employer: Ortus Psr
Join a well-established wealth management firm that prioritises integrity and collaboration, offering you the chance to focus on delivering exceptional financial advice without the burden of cold prospecting. With a supportive culture, comprehensive paraplanning assistance, and a clear path for professional development, this role allows you to deepen client relationships and achieve meaningful outcomes while enjoying competitive benefits and a hybrid working model.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Burton upon Trent
✨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 Financial Adviser in Burton upon Trent
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.
