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For Companies At a Glance
- Tasks: Deliver tailored financial advice and build trusted client relationships.
- Company: Client-centric wealth management firm with a focus on financial planning.
- Benefits: Competitive salary, remote work options, and comprehensive support.
- Why this job: Enjoy flexibility and autonomy while making a real impact on clients' financial futures.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and strong interpersonal skills.
- Other info: Great opportunity for career growth and work-life balance.
The predicted salary is between 48000 - 72000 £ per year.
Job Description
A well-established, client-centric wealth management firm is seeking a Diploma-qualified Financial Planner to join its growing advisory team across Hertfordshire and North London. This is a fantastic opportunity for an experienced adviser looking to work flexibly, with the choice of remote working and access to office locations as needed.
With full back-office support, a high-quality proposition, and a culture rooted in financial planning (not product sales), this role offers the perfect platform for professionals who want to focus on delivering meaningful outcomes to clients while growing their own long-term value.
Salary up to £80,000, inc bonus up to £120,000
Why Join This Firm?
?? Freedom & Flexibility: Choose between employed or self-employed status to suit personal and professional goals?? Home-Based Model: Remote working with access to modern regional offices when required?? Support That Frees You Up: Comprehensive paraplanning, admin, and client support included?? Financial Planning First: A values-driven, independent firm with a focus on long-term client relationships?? Advanced Tech Stack: Leverage tools like XPlan for a seamless client and adviser experience
Key Responsibilities
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Follow a structured Six-Stage Advice Process to deliver tailored financial advice
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Build and maintain trusted client relationships across pensions, investments, tax, and protection
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Conduct regular reviews to respond to clients' evolving needs and objectives
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Grow a client bank via referrals, personal business development, and firm-generated leads
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Utilise marketing channels, social media, and networking to build your profile
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Host client meetings in-person, virtually, or at offices based on client preferences
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Produce compliant and insightful financial planning reports tailored to individual circumstances
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Keep up to date with market developments and regulatory changes
What’s Needed to Succeed
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Level 4 Diploma in Regulated Financial Planning (or FCA-recognised equivalent)
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Current CF30 status (or ability to obtain)
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A genuine passion for delivering outstanding client outcomes
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Excellent interpersonal and communication skills
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Proven ability in developing new client relationships
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Confident using digital tools and video platforms for client interaction
Benefits
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End-to-end admin, paraplanning, and compliance support
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Marketing and lead generation assistance
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In-house investment platform
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Learning and development support
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Full access to systems, CRM, and remote IT
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Business value creation and exit planning options
This is an ideal opportunity for a financial planner seeking greater autonomy, improved work-life balance, and the infrastructure to deliver exceptional client service.
Financial Adviser employer: Ortus Psr
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers, attend industry events, and join relevant online forums. Building relationships can lead to referrals and opportunities that you won't find on job boards.
✨Tip Number 2
Show off your expertise! Create content that showcases your knowledge in financial planning. Whether it's blog posts, videos, or social media updates, let potential clients and employers see what you can bring to the table.
✨Tip Number 3
Be proactive in your job search! Instead of waiting for job postings, reach out directly to firms you're interested in. A friendly email or LinkedIn message can go a long way in getting your foot in the door.
✨Tip Number 4
Utilise our website to apply! We’ve got a range of resources and job listings tailored for financial planners. Make sure to check it out and submit your application through us for the best chance at landing that dream role.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Financial Adviser role. Highlight your Diploma in Regulated Financial Planning and any relevant client relationship successes to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for delivering outstanding client outcomes and how you can contribute to our values-driven culture. Keep it personal and engaging!
Showcase Your Digital Savvy: Since we value tech-savvy advisers, mention your experience with digital tools and video platforms. This will show us you're ready to thrive in a hybrid working environment and connect with clients effectively.
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 this fantastic opportunity. Don’t miss out!
How to prepare for a job interview at Ortus Psr
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around pensions, investments, and tax. Familiarise yourself with the Six-Stage Advice Process they use, as this will show you're serious about delivering tailored advice.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built and maintained trusted client relationships in the past. This role is all about client outcomes, so be ready to discuss how you've gone above and beyond for clients.
✨Be Tech-Savvy
Since they leverage advanced tools like XPlan, it’s a good idea to demonstrate your comfort with digital platforms. If you have experience using similar software, mention it during the interview to highlight your adaptability.
✨Ask Insightful Questions
Prepare thoughtful questions about their approach to client service and how they support their advisers. This shows your genuine interest in the firm’s values and culture, which is crucial for a role focused on long-term client relationships.
