At a Glance
- Tasks: Build and grow your own client portfolio through networking and business development.
- Company: Respected wealth management firm with a strong team culture.
- Benefits: Competitive salary, uncapped earning potential, and long-term career progression.
- Other info: Opportunity to build something meaningful within a supportive environment.
- Why this job: Join a growth-focused role with genuine earning potential and autonomy.
- 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.
Financial Adviser in Essex employer: Ortus Psr
Join a highly respected wealth management firm that prioritises a collaborative culture and offers significant earning potential for Financial Advisers. With a focus on entrepreneurial growth, you will have access to robust support systems and long-term career progression opportunities, allowing you to build a meaningful advisory business while contributing to the team's success. This role is perfect for those who thrive in dynamic environments and are eager to develop their client portfolio within a supportive infrastructure.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Essex
✨Tip Number 1
Networking is key! Get out there and connect with other professionals in the industry. Attend events, join local business groups, and don’t be shy about reaching out to potential clients or referrers. The more people you know, the more opportunities you'll create.
✨Tip Number 2
Leverage social media to showcase your expertise. Share insights, tips, and success stories 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 underestimate the power of follow-ups! After meeting someone or having a conversation, send a quick message to keep the connection alive. It shows you're proactive and genuinely interested in building relationships.
✨Tip Number 4
Apply through our website for the best chance at landing that role! We’re all about finding the right fit, so make sure your application reflects your entrepreneurial spirit and team-oriented attitude. Let’s build something great together!
We think you need these skills to ace Financial Adviser in Essex
Some tips for your application 🫡
Show Your Entrepreneurial Spirit:When writing your application, let us see your entrepreneurial mindset shine through! Share examples of how you've successfully generated business in the past and how you plan to do it here. We love candidates who are commercially motivated and growth-focused.
Highlight Team Player Qualities:We’re all about culture and teamwork at StudySmarter, so make sure to emphasise your ability to work well with others. Talk about how you've contributed to team success in previous roles and how you can bring that same energy to our firm.
Be Clear About Your Client Portfolio:If you have an existing portable client bank, don’t be shy about it! Clearly outline your current client relationships and how you plan to grow them further. This will show us that you’re ready to hit the ground running.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Ortus Psr
✨Know Your Numbers
As a Financial Adviser, you’ll need to demonstrate your understanding of financial metrics and client acquisition strategies. Brush up on your past performance figures, such as revenue generated and client retention rates, so you can confidently discuss how you’ve built your portfolio.
✨Showcase Your Networking Skills
Since the role emphasises building relationships, be prepared to share specific examples of how you've successfully networked in the past. Highlight any strategic partnerships you've formed with professionals like solicitors or accountants, as this will show your ability to generate referrals.
✨Emphasise Team Spirit
The firm values a team-oriented attitude, so make sure to convey your willingness to collaborate and contribute to the office culture. Share experiences where you’ve worked effectively within a team, and how you’ve supported colleagues in achieving common goals.
✨Demonstrate Your Entrepreneurial Mindset
This role is all about growth and self-generation, so come prepared with ideas on how you plan to expand your client base. Discuss your approach to business development and any innovative strategies you’ve used to attract new clients, showing that you’re commercially driven and ready to thrive in an entrepreneurial environment.
