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: Up to £3,500 monthly support for two years, plus bonuses on earnings.
- Other info: Proven path to six-figure earnings with strong client relationships.
- Why this job: Take control of your future and earn what you truly deserve.
- Qualifications: Level 4 Diploma in Financial Planning and a driven 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.
StudySmarter Expert Advice🤫
We think this is how you could land Remote Financial Adviser in Exmouth
✨Show Off Your Expertise Online
In the banking and financial services world, sharing your insights on platforms like LinkedIn can really set you apart. Write articles about market trends or finance tips, and engage in discussions in relevant groups. This not only boosts your visibility but also highlights your knowledge to potential clients.
✨Join Freelance Platforms and Networking Events
Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.
✨Build a Stunning Portfolio
Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.
✨Direct Outreach is Key
For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on Ortus Psr for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Remote Financial Adviser in Exmouth
Some tips for your application 🫡
Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.
Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at Ortus Psr. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!
Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!
Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining Ortus Psr. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!
How to prepare for a job interview at Ortus Psr
✨Show Off Your Financial Savvy
When you're talking with Ortus Psr, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.
✨Bring Your Portfolio to Life
A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.
✨Know Your Regulations and Compliance
In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.
✨Be Ready to Discuss Your Rates and Availability
As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to Ortus Psr.
