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For Companies At a Glance
- Tasks: Help clients achieve financial goals with tailored advice and support.
- Company: Join a forward-thinking firm focused on holistic financial solutions.
- Benefits: Enjoy flexibility, cutting-edge technology, and unlimited earning potential.
- Why this job: Be part of a supportive culture that values your expertise and client relationships.
- Qualifications: Experience as a Financial Adviser with a passion for client-centric service.
- Other info: Equity options and a digital platform for streamlined client management.
The predicted salary is between 80000 - 120000 £ per year.
As a Financial Adviser do you dream of achieving a better work-life balance while taking control of your own future? If so, we have an incredible opportunity for you! Our client is looking to engage with Financial Advisers who have developed lasting relationships with their clients and want to provide true holistic whole of market Advice.
Typically, my client has taken on Financial Advisers who have one of the following problems:
- You don’t feel valued for the level of work you do for your customers.
- You feel like your firm is forcing you to push products rather than providing a true client centric offering (driven by profit rather than customer needs).
- Your customers are being pushed onto a restricted offering.
- You have no say over career direction or long-term involvement in the development of the firm.
- You have no retirement plan or equity options in the firm.
My client’s solution is unique to the market, and they are offering:
- A long-term home for Financial Advisers with HNW and UHNW clients employed salaries between £100,000 - £200,000 and Equity in the firm.
- A whole of market holistic solution for clients, all in charge rate 1.1 points.
- Fully digital offering so all processes are refined, and clients can access all their documents in one place via their app.
- Full Paraplanning and Administration support.
- Investment in Marketing.
- The Existing Advisers have an average AUM per client of £1.3 Million.
Here’s what awaits you as an Employed Adviser:
- Flexibility and Freedom.
- Unparalleled Support.
- Cutting-Edge Technology.
- Unlimited Earning Potential.
If you are a Financial Adviser who is frustrated with your current offering, reach out to us today to learn more about this unique offering.
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network with other Financial Advisers who have made the switch to a more client-centric model. They can provide insights into their experiences and may even refer you to opportunities within their firms.
✨Tip Number 2
Attend industry events and seminars focused on holistic financial advice. This will not only enhance your knowledge but also help you connect with potential employers who value a client-first approach.
✨Tip Number 3
Engage with online communities and forums for Financial Advisers. Sharing your frustrations and seeking advice can lead to valuable connections and job leads that align with your career goals.
✨Tip Number 4
Research companies that prioritise employee satisfaction and client relationships. Understanding their culture and values will help you tailor your approach when reaching out or interviewing.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and expectations of a Financial Adviser. Tailor your application to highlight how your experience aligns with the holistic, client-centric approach that the company values.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in building lasting client relationships and providing comprehensive financial advice. Use specific examples to demonstrate your success in these areas.
Showcase Your Skills: Make sure to showcase skills that are particularly relevant to this role, such as communication, analytical thinking, and problem-solving. Mention any experience with high-net-worth clients or familiarity with digital tools that enhance client service.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your passion for providing client-focused financial advice. Discuss why you are interested in this unique opportunity and how it aligns with your career goals.
How to prepare for a job interview at Ortus Psr
✨Showcase Your Client Relationships
As a Financial Adviser, it's crucial to demonstrate your ability to build and maintain strong relationships with clients. Prepare examples of how you've successfully managed client portfolios and provided tailored advice that meets their unique needs.
✨Understand the Holistic Approach
Familiarise yourself with the concept of holistic financial advice. Be ready to discuss how you can offer comprehensive solutions that consider all aspects of a client's financial situation, rather than just pushing products.
✨Highlight Your Value Proposition
Be prepared to articulate what makes you a valuable addition to the firm. Discuss your experience, skills, and how you can contribute to the firm's mission of providing client-centric services, especially in a competitive market.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, support systems, and growth opportunities. This shows your genuine interest in the role and helps you assess if the firm aligns with your career goals and values.
