At a Glance
- Tasks: Generate new client relationships and deliver holistic financial planning advice.
- Company: Join a respected national wealth management firm focused on growth and team success.
- Benefits: Enjoy a basic salary of £65,000 - £80,000 with uncapped earning potential and bonuses.
- Other info: Advisers will initially operate without dedicated administrative support.
- Why this job: This role offers the chance to build a long-term advisory business with significant support.
- Qualifications: Candidates must be Diploma qualified (Level 4 minimum) and CAS and SPS compliant.
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 in Essex employer: Ortus Psr
This national wealth management firm values culture and teamwork, offering a supportive infrastructure for growth. With a focus on building recurring income, advisers can expect a competitive salary and bonuses, alongside opportunities for long-term career progression in a collaborative environment.
StudySmarter Expert Advice🤫
We think this is how you could land Entrepreneurial Financial Adviser — Build Recurring Wealth in Essex
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Ortus Psr. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Ortus Psr.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Ortus Psr. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Entrepreneurial Financial Adviser — Build Recurring Wealth in Essex
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Ortus Psr and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Ortus Psr how you can be a team player!
How to prepare for a job interview at Ortus Psr
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Ortus Psr.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Ortus Psr's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
