At a Glance
- Tasks: Build and grow your own client portfolio through networking and business development.
- Company: A respected wealth management firm focused on culture and team success.
- Benefits: Competitive salary, uncapped earning potential, and long-term career progression.
- Other info: Opportunity for autonomy and genuine earning potential in a supportive infrastructure.
- Why this job: Join a dynamic environment where you can build something meaningful and impactful.
- Qualifications: Diploma qualified with a strong track record in business development.
The predicted salary is between 65000 - 80000 £ per year.
The Opportunity
You will be responsible for building and growing your own client portfolio through self-generation, networking, professional connections, referrals, and personal business development activity.
The role would suit advisers who:
- Already generate business consistently
- Have an existing portable client bank
- Want to build a long-term advisory business within a larger infrastructure
- Are commercially motivated and growth focused
- Thrive in entrepreneurial environments
The firm places significant importance on culture and attitude. They are looking for a team player who wants to contribute to the wider success of the business, not simply operate independently.
What's on Offer
- Basic salary between £65,000 - £80,000
- Bonus validation at 1.2x salary
- 35% bonus on initial revenue
- 10% bonus on ongoing recurring revenue
- Uncapped earning potential
- Long-term career progression within a national wealth management business
- Support, infrastructure, and systems to help scale your client base
- Opportunity to build genuine long-term value and recurring income
Important to Know
This is a growth-focused role and advisers will initially be expected to operate without dedicated administrative support while learning the firm's systems and processes, including Gateway.
The Role Responsibilities will include:
- Generating new client relationships through proactive business development
- Building strategic introducer relationships with solicitors, accountants, and other professionals
- Growing recurring revenue and assets under management
- Delivering holistic financial planning advice across pensions, investments, protection, and estate planning
- Building a long-term advisory business within the firm
- Contributing positively to office culture and team growth
Candidate Requirements
- Diploma qualified (Level 4 minimum)
- CAS and SPS compliant
- Strong track record of business development and client acquisition
- Ability to generate new revenue consistently
- Entrepreneurial and commercially driven mindset
- Team-oriented attitude with strong cultural fit
- Ambition to build a long-term business and career
This is an excellent opportunity for a motivated adviser who wants genuine earning potential, autonomy, and the chance to build something meaningful within a highly respected wealth management firm.
Entrepreneurial Financial Adviser — Build Recurring Wealth employer: Ortus Psr
Join a highly respected wealth management firm that champions entrepreneurial spirit and offers a supportive culture for financial advisers. With uncapped earning potential, a competitive salary, and robust career progression opportunities, you will thrive in an environment that values teamwork and long-term success. This role not only allows you to build your own client portfolio but also provides the infrastructure and resources necessary to scale your business effectively.
StudySmarter Expert Advice🤫
We think this is how you could land Entrepreneurial Financial Adviser — Build Recurring Wealth
✨Tip Number 1
Network like a pro! Attend industry events, join local business groups, and connect with other professionals. The more people you know, the more opportunities you'll have to generate leads and referrals.
✨Tip Number 2
Leverage social media to showcase your expertise. Share valuable insights, success stories, and tips related to financial advising. This not only builds your personal brand but also attracts potential clients who resonate with your approach.
✨Tip Number 3
Don’t shy away from asking for referrals! If you’ve got happy clients, reach out and ask them to refer you to their friends and family. A personal recommendation can go a long way in building trust with new clients.
✨Tip Number 4
Stay proactive and follow up! After meeting potential clients or connections, send a quick message to keep the conversation going. It shows you're genuinely interested and helps you stay top of mind when they're ready to make a decision.
We think you need these skills to ace Entrepreneurial Financial Adviser — Build Recurring Wealth
Some tips for your application 🫡
Show Your Entrepreneurial Spirit:Make sure to highlight your entrepreneurial mindset in your application. We want to see how you've built client relationships and generated business in the past. Share specific examples that demonstrate your ability to thrive in a growth-focused environment.
Tailor Your Application:Don’t just send a generic CV and cover letter. We’re looking for candidates who understand our culture and values. Take the time to tailor your application to reflect how you align with our team-oriented approach and your ambition to build a long-term advisory business.
Highlight Your Achievements:Quantify your successes! Whether it’s the number of clients you’ve brought on board or the revenue you’ve generated, we love numbers. Show us how you’ve consistently delivered results and how you plan to continue doing so in this role.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our company and what we stand for!
How to prepare for a job interview at Ortus Psr
✨Know Your Numbers
Before the interview, brush up on your financial metrics and client acquisition strategies. Be ready to discuss how you've consistently generated business in the past and how you plan to do it in this role. This shows you're not just a talker but someone who knows their stuff.
✨Show Your Entrepreneurial Spirit
This role is all about growth and self-generation, so come prepared with examples of how you've built client relationships or developed business opportunities. Share specific stories that highlight your entrepreneurial mindset and how you thrive in dynamic environments.
✨Cultural Fit is Key
The firm values culture and teamwork, so be sure to express your enthusiasm for contributing to the office environment. Think of ways you've positively impacted team dynamics in previous roles and be ready to share those experiences.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the firm's long-term vision and how you can contribute to its success. Inquire about their support systems for advisers and how they foster a collaborative culture. This demonstrates your commitment to building a meaningful career with them.
