At a Glance
- Tasks: Build your own client base with full support and pre-qualified leads.
- Company: Dynamic financial firm offering entrepreneurial freedom and growth.
- Benefits: Earn what you deserve with competitive pay and structured transition support.
- Other info: Join a team where your success directly impacts your rewards.
- Why this job: Shape your future and achieve six-figure earnings with our proven model.
- Qualifications: Level 4 Diploma in Financial Planning and a driven, entrepreneurial mindset.
The predicted salary is between 42000 - 60000 £ per year.
Wealth Manager – Build Your Own Book with Full Support & Leads
Earn What You Deserve – Your Success, Your Rewards
Are you a qualified Financial Adviser looking to take control of your future? Do you have the drive to build something truly yours? We provide the tools, the leads, and the support to help you grow a thriving client base. How far you take it is entirely up to you.
At our firm, we reward effort and results. Our Junior Wealth Managers overseeing £15M in client assets are already earning more than many advisers on fixed salaries. Those managing £70M? They’re seeing earnings of £231,000+. But here’s the key: they’ve earned it.
If you’re ready to transition but need a financial bridge, we offer up to £3,500 per month for two years to support your journey. This isn’t a cushion—it’s a runway. Your pay will reflect your success, directly tied to your ability to build and maintain strong client relationships. You will earn bonus on top so you will be earning 50% of your ongoing fees in an employed role.
What We Offer:
- Pre-qualified leads to help you establish your client base
- Full back-office support so you can focus on advising, not admin
- Structured financial transition support – up to £3,500 p/m for two years guaranteed and will increase inline with portfolio growth
- A proven path to success with advisers in our firm already surpassing six-figure earnings
- Entrepreneurial freedom with the infrastructure to thrive
What You Need to Bring:
- A driven, entrepreneurial mindset—your earnings are in your hands
- A commitment to building long-term client relationships
- Level 4 Diploma in Financial Planning (or equivalent)
- The ambition to grow your book and shape your own future
This opportunity isn’t for everyone. But if you’re ready to build something significant, with our support and proven model, then let’s talk.
Locations
Remote Financial Adviser in Devon, Exmouth employer: Ortus Psr
Join a dynamic wealth management firm that prioritises client satisfaction and offers unparalleled support for Independent Financial Advisers. With the flexibility to work remotely or in a hybrid model, you will benefit from high-quality lead generation, comprehensive paraplanning, and administrative assistance, allowing you to focus on what you do best – advising clients. Located in the vibrant West Midlands, this role not only provides competitive earnings potential but also fosters a culture of continuous professional development and innovation.
StudySmarter Expert Advice🤫
We think this is how you could land Remote Financial Adviser in Devon, Exmouth
✨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 Adviser in Devon, Exmouth
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.
