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For Companies At a Glance
- Tasks: Meet clients, deliver tailored financial strategies, and grow your client base.
- Company: Leading UK wealth management firm focused on trust and client success.
- Benefits: Remote-first flexibility, competitive salary, and ongoing professional development.
- Why this job: Join a supportive community and make a real impact in financial planning.
- Qualifications: Diploma in Regulated Financial Planning and strong communication skills.
- Other info: Dynamic environment with opportunities for career growth and client engagement.
The predicted salary is between 48000 - 64000 £ per year.
Job Description
Shape Your Future in Financial Planning – Join a firm offering remote or hybrid working
Are you a driven, client-focused Independent Financial Adviser seeking more flexibility, genuine support, and a brand that puts people before products?
A leading UK-wide wealth management firm is expanding and looking for like-minded financial advisers to join their growing community. This is your chance to be part of a progressive, planning-led firm built on trust, transparency, and long-term client success.
Salary up to £80,000 (OTE £100,000), Earnings Year 3 should be circa £120,000
You will provided with a portfolio of HNW clients to validate your salary with a goal of increasing income through new business activity.
What’s on Offer?
- Remote-first flexibility – work from home with access to regional office hubs when preferred
- Client-centric ethos – no product push, just high-quality, tailored advice
- Comprehensive support – from in-house paraplanning and admin to business development and marketing
- Digital-first infrastructure – including XPlan and virtual meeting tools
- Choice of employed or self-employed model
- Ongoing CPD and professional development in a collaborative, learning-led environment
Your Role as an Independent Financial Adviser:
- Meet clients virtually or in-person to understand their financial objectives and life goals
- Deliver clear, actionable financial strategies across pensions, investments, protection, and more
- Keep clients informed of changes to legislation, new solutions, and relevant updates
- Generate new business via referrals, introducers, and supported lead-generation initiatives
- Leverage digital and in-person marketing to grow your client base
- Maintain accurate records and deliver reporting as required
What They’re Looking For:
- Diploma in Regulated Financial Planning (Level 4) and valid CF30 status
- A clear, client-first approach and genuine care for long-term outcomes
- Confident communicator with strong interpersonal and digital engagement skills
- Proven ability to develop new business through planning, networking, and referrals
- Comfortable engaging with clients from all walks of life – from business owners to retirees
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 online forums. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Showcase your expertise! Create a personal brand on social media or a professional website where you can share insights about financial planning. This not only highlights your knowledge but also attracts potential clients and employers.
✨Tip Number 3
Practice your pitch! Whether it’s a virtual meeting or an in-person chat, be ready to clearly articulate your value as a financial adviser. Tailor your approach to each client’s needs and demonstrate how you can help them achieve their goals.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for passionate financial advisers who align with our values. Your next opportunity could be just a click away!
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 client-focused approach and any relevant qualifications, like your Diploma in Regulated Financial Planning.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about financial planning. Share specific examples of how you've helped clients achieve their goals, and don’t forget to mention your comfort with digital tools and virtual meetings!
Showcase Your Communication Skills: As a Financial Adviser, strong communication is key. In your application, demonstrate your ability to engage with clients from all walks of life. Use clear, concise language and make sure your personality shines through!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. This way, we can easily track your application and get back to you quicker. Plus, it shows you’re keen on joining our community!
How to prepare for a job interview at Ortus Psr
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around pensions, investments, and protection. Familiarise yourself with the latest legislation and solutions in the industry, as this will show your commitment to providing high-quality, tailored advice.
✨Client-Centric Mindset
During the interview, emphasise your client-first approach. Share examples of how you've successfully understood and met clients' financial objectives in the past. This will demonstrate that you genuinely care about long-term outcomes, which is key for the role.
✨Showcase Your Communication Skills
As a Financial Adviser, strong communication is crucial. Practice articulating complex financial concepts in simple terms. Be prepared to discuss how you engage with clients from various backgrounds, showcasing your interpersonal skills and digital engagement abilities.
✨Be Ready to Discuss Business Development
Since generating new business is part of the role, come prepared with strategies you've used in the past. Talk about your experience with networking, referrals, and any lead-generation initiatives you've been involved in. This will highlight your proactive approach to growing your client base.
