At a Glance
- Tasks: Provide independent financial advice and exceptional service to clients.
- Company: Award-winning firm with a supportive ecosystem for Financial Advisers.
- Benefits: Flexible work environment, guaranteed draw, and unlimited earning potential.
- Other info: Access to cutting-edge technology and dedicated support teams.
- Why this job: Achieve work-life balance while making a real impact on clients' financial futures.
- Qualifications: Experience as a Financial Adviser with strong client management skills.
The predicted salary is between 100000 - 126250 £ per year.
Are you an experienced Financial Adviser with a passion for providing independent advice and exceptional service to your clients? Do you dream of achieving a better work-life balance while taking control of your own future? If so, we have an incredible opportunity for you!
Our award-winning client is seeking Financial Advisers who are managing clients banks with £20 Million Assets Under Management (AUM) to join their dynamic team. As an Independent Financial Adviser you will become part of a supportive ecosystem that values your expertise and empowers you to thrive.
Here's what awaits you as an IFA:
- Guaranteed Draw: While you transfer into a Self Employed role within the business, you will be provided with a guaranteed draw that will look after you while you move your clients across after covenants.
- Take Home Earnings: Take home 1st £250,000 = £100,000 (40% of revenue). Take home after £250,000 revenue includes a profit share of 12.5% so £300,000 = take home of £126,250.
- Support Team: You will be supported by a Paraplanning and Admin team as well as a Marketing consultant who will put in place a strategy to win new business.
- Flexibility and Freedom: Enjoy the freedom to choose where you work, allowing you to create your ideal work environment. Our central London offices in Farringdon are available to you, providing a convenient and professional space to meet clients and collaborate with peers.
- Unparalleled Support: Leave behind administrative burdens and focus on what truly matters – your clients. Benefit from a fantastic business management team, full Marketing support, and a dedicated 1:2 ratio of Administration and Paraplanners.
- Cutting-Edge Technology: Embrace the latest technology at your fingertips, empowering you to streamline processes and deliver a top-tier service to your clients.
- Unlimited Earning Potential: Take control of your financial future and unlock uncapped earnings. As you grow your client base and provide them with fully independent advice, products, and services, you'll see your personal earnings soar to new heights.
Remote Independent Financial Adviser in Cardiff employer: Ortus Psr
Join an award-winning firm that champions your independence and expertise as a Remote Independent Financial Adviser. With unparalleled support from a dedicated team, cutting-edge technology, and the flexibility to work from anywhere, you can achieve a fulfilling work-life balance while enjoying unlimited earning potential. Our central London office in Farringdon offers a professional space for client meetings, ensuring you have everything you need to thrive in your career.
StudySmarter Expert Advice🤫
We think this is how you could land Remote Independent Financial Adviser in Cardiff
✨Network Like a Pro
Get out there and connect with other professionals in the financial industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to referrals and new clients, so let’s make those connections count!
✨Showcase Your Expertise
Create content that highlights your knowledge and skills as a Financial Adviser. Whether it’s writing articles, hosting webinars, or sharing insights on social media, let’s show potential clients what you bring to the table. This will help establish you as a go-to expert in your field.
✨Leverage Technology
Use cutting-edge tools to streamline your processes and enhance client interactions. Embrace CRM systems, financial planning software, and digital marketing strategies to make your life easier and provide top-notch service. We’ve got the tech to help you shine!
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that dream role! We’re all about making the application process smooth and straightforward, so let’s get you started on this exciting journey together.
We think you need these skills to ace Remote Independent Financial Adviser in Cardiff
Some tips for your application 🫡
Show Your Passion:When writing your application, let your passion for providing independent financial advice shine through. We want to see how much you care about helping clients achieve their financial goals!
Tailor Your CV:Make sure your CV is tailored to highlight your experience with managing significant assets and delivering exceptional service. We love seeing how your unique skills align with what we’re looking for!
Be Clear and Concise:Keep your application clear and to the point. We appreciate straightforward communication, so make sure to articulate your experience and qualifications without unnecessary fluff.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Ortus Psr
✨Know Your Stuff
Make sure you brush up on your financial knowledge and the latest industry trends. Be prepared to discuss your experience with managing clients' assets, especially those with £20 million AUM. This shows that you’re not just a candidate, but a knowledgeable adviser who can add real value.
✨Showcase Your Client-Centric Approach
During the interview, highlight your passion for providing exceptional service. Share specific examples of how you've gone above and beyond for your clients in the past. This will demonstrate that you understand the importance of client relationships in this role.
✨Emphasise Flexibility and Independence
Since this role offers flexibility and the chance to work independently, be ready to discuss how you manage your time and workload effectively. Talk about your strategies for maintaining a healthy work-life balance while still delivering top-notch service to your clients.
✨Be Ready to Discuss Technology
Familiarise yourself with the cutting-edge technology used in the financial advising sector. Be prepared to discuss how you’ve used technology to streamline processes or enhance client interactions in your previous roles. This will show that you’re adaptable and forward-thinking.
