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For Companies At a Glance
- Tasks: Help clients achieve financial goals with personalized advice and support.
- Company: Join a forward-thinking firm focused on holistic financial solutions.
- Benefits: Enjoy competitive salaries, equity options, and full digital support.
- Why this job: Experience true client-centric work while enjoying a better work-life balance.
- Qualifications: Seeking experienced Financial Advisers with strong client relationships.
- Other info: Work with high-net-worth clients and receive comprehensive marketing support.
The predicted salary is between 80000 - 120000 £ per year.
Job Description
Financial Adviser – High-Growth Wealth Firm | London | £80K + Bonus
A fast-growing, award-winning wealth management firm is offering a rare opportunity to join their expanding team at a pivotal moment. Founded in 2024 with a mission to make high-quality financial planning more accessible, the firm has already onboarded over 50 clients and manages £40 million in AUM.
With robust lead generation systems, a strong referral network, and a Founder/CEO actively generating new business, this role is ideal for an ambitious adviser eager to partner with leadership to shape and grow a thriving client bank.
Location & Work Type
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Location: Central London
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Work Type:Hybrid – 4 days in-office, 1 day from home
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Job Type:Full-time
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Seniority: Mid to Senior Level
Responsibilities
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Lead client meetings and onboarding sessions
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Collaborate directly with the CEO to grow and manage the client portfolio
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Deliver tailored, holistic financial advice to HNW and UHNW individuals
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Conduct comprehensive fact-finding and financial needs analysis
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Develop bespoke plans covering pensions, investments, protection, and estate planning
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Ensure compliance with FCA regulations and internal standards
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Contribute to marketing, networking, and business development efforts
 Requirements
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Minimum Level 4 Diploma in Regulated Financial Planning
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Working towards or already holding Chartered Financial Planner (Level 6)
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Experience advising HNW clients within wealth management or IFA environments
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Exceptional communication and relationship-building skills
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Highly self-motivated, proactive, and results-oriented
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Comfortable in both collaborative and independent work settings
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Proficient with Microsoft Office; experience with financial planning tools preferred
Salary & Benefits
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Up to £80,000 basic salary (depending on experience)
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Discretionary performance-related bonus
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25 days holiday + Bank Holidays
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Company pension scheme
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Funded support for professional qualifications
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Access to exclusive social and networking events
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Team lunches, socials, and client-facing functions
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Career development and clear progression opportunities
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 with other Financial Advisers who share your values and vision. Attend industry events or join online forums where you can connect with like-minded professionals. This can help you gain insights into the market and potentially lead to referrals.
✨Tip Number 2
Research the unique offerings of our client thoroughly. Understand their holistic approach and how it differs from traditional firms. Being well-informed will allow you to articulate why you are a great fit for their model during discussions.
✨Tip Number 3
Prepare to discuss your client relationships in detail. Highlight specific examples of how you've provided value and built trust with your clients. This will demonstrate your ability to align with the client-centric philosophy that our client values.
✨Tip Number 4
Showcase your adaptability to digital tools and processes. Familiarize yourself with the latest financial technology trends, as our client emphasizes a fully digital offering. Being tech-savvy will set you apart as a candidate who can thrive in their environment.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly understand the responsibilities and expectations of a Financial Adviser as outlined in the job description. This will help you tailor your application to highlight relevant experiences.
Highlight Client Relationships: Emphasize your ability to build and maintain lasting relationships with clients. Provide specific examples of how you've delivered client-centric advice and solutions in your previous roles.
Showcase Your Value: Clearly articulate how your skills and experiences align with the unique offerings of the company. Discuss how you can contribute to their holistic approach and support their clients effectively.
Craft a Compelling Cover Letter: Write a personalized cover letter that reflects your passion for the role and the company. Mention why you are drawn to their unique market solution and how it aligns with your career goals.
How to prepare for a job interview at Ortus Psr
✨Showcase Your Client Relationships
Highlight your ability to build and maintain lasting relationships with clients. Share specific examples of how you've provided holistic advice that truly meets their needs, demonstrating your client-centric approach.
✨Emphasize Your Value Proposition
Discuss how you feel valued in your previous roles and how you can bring that same value to the new position. Be prepared to explain how your skills and experience align with the firm's mission to provide a true client-centric offering.
✨Understand the Firm's Unique Offering
Research the unique solutions that the firm provides compared to others in the market. Be ready to discuss how their fully digital offering and support systems can enhance your ability to serve clients effectively.
✨Prepare Questions About Career Development
Think about your long-term career goals and prepare insightful questions regarding career direction and equity options within the firm. This shows your interest in a long-term commitment and helps you gauge if the firm aligns with your aspirations.
