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- Tasks: Provide tailored financial advice and manage long-term client relationships.
- Company: Respected Chartered financial planning practice with a strong reputation.
- Benefits: Competitive salary, bonus structure, and comprehensive support for professional development.
- Why this job: Join a client-focused team and make a real difference in people's financial lives.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and proven advisory experience.
- Other info: Enjoy a supportive environment with excellent career progression opportunities.
The predicted salary is between 47000 - 57000 £ per year.
Our client is a highly respected, Chartered financial planning practice. They are directly regulated by the FCA and have built a strong reputation for providing clear, tailored advice to both private and corporate clients. The business continues to grow steadily and is now seeking an Independent Financial Adviser to join its established advisory team.
This is an opportunity to work in a fully independent, client-focused environment, supported by paraplanning and administration staff. The successful adviser will be introduced to clients over time, matched according to their expertise and style, ensuring a good fit for both parties.
The client bank typically consists of households with around £250,000 in investable assets, though larger relationships are available as senior advisers begin to reduce their portfolios. New business flows from introducer agreements with accountants and solicitors, as well as referrals across the advisory team. While there is no pressure to prospect, advisers who enjoy developing new introducers or generating business will be fully supported.
Key Responsibilities- Provide holistic advice across pensions, investments, protection, and estate planning
- Undertake fact-finds, risk assessments, and cashflow planning
- Deliver clear, compliant recommendations in writing and in person
- Nurture and manage long-term client relationships
- Work closely with internal paraplanners and administrators to ensure smooth delivery of advice
- Maintain high levels of compliance and ongoing professional development
- Level 4 Diploma in Regulated Financial Planning (essential)
- Proven experience delivering independent financial advice
- Strong technical knowledge and attention to detail
- Excellent relationship-building and communication skills
- Commitment to professional and ethical standards
- Self-motivated, but collaborative in a team-based environment
- Base salary £55,000 – £65,000 depending on experience
- Bonus structure operating on a 2x validation model
- Paraplanning and administration support provided
- Access to an existing pool of clients and referrals
- Introducer agreements with accountants and solicitors in place
- 22 days’ holiday plus bank holidays
- 5% employer pension contribution
- Group life assurance, critical illness cover, and health cash plan
- Exam support and progression towards Chartered status
Financial Adviser in Coventry employer: Ortus Psr
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser in Coventry
✨Tip Number 1
Network like a pro! Get out there and connect with other financial professionals, attend industry events, and join relevant online forums. Building relationships can lead to referrals and opportunities that you won't find on job boards.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on social media or writing articles about financial planning. This not only demonstrates your knowledge but also attracts potential clients and employers who appreciate your perspective.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial advising. Be ready to discuss your approach to client relationships and how you handle complex financial situations. Confidence is key!
✨Tip Number 4
Don't forget to apply through our website! We have a range of opportunities that might just be the perfect fit for you. Plus, it shows you're proactive and genuinely interested in joining our team.
We think you need these skills to ace Financial Adviser in Coventry
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 Level 4 Diploma and any relevant experience in delivering independent financial advice. We want to see how you can bring value to our client!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your relationship-building skills and how you align with the client-focused environment we cherish. Let us know what excites you about this opportunity!
Showcase Your Compliance Knowledge: Since maintaining high levels of compliance is key, make sure to mention your understanding of regulatory standards and your commitment to ethical practices. We appreciate candidates who take compliance seriously and can demonstrate their knowledge.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at Ortus Psr
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products, regulations, and the specific services offered by the company. Being able to discuss pensions, investments, and estate planning confidently will show that you're serious about the role.
✨Showcase Your People Skills
As a Financial Adviser, building relationships is key. Prepare examples of how you've successfully nurtured client relationships in the past. Think about times when your communication skills made a difference in a client's experience.
✨Prepare for Scenario Questions
Expect to be asked how you would handle specific client situations or challenges. Practise articulating your thought process and decision-making skills in these scenarios, as it demonstrates your ability to provide tailored advice.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the company's approach to client management or their support for advisers. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
