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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 – Build a Client Bank in an Entrepreneurial, Tech-Driven Firm
Providing holistic financial advice with a financial planning led approach, understanding clients unique financial needs and helping them to chart the course to live the lives they dream of.
A fast-growing, innovative financial advice firm is seeking a forward-thinking Financial Adviser who wants to build their own client bank in a tech-driven, entrepreneurial environment. This firm provides qualified leads and full training, allowing advisers to concentrate on delivering outstanding financial planning rather than getting bogged down in admin.
Salary up to £90,000 + Bonus to over £130,000 as you build your client bank, hybrid working at least 2 days in the London office
This is an exciting chance for an ambitious Financial Adviser to take ownership of their career, grow their own client book, and become part of a forward-thinking firm that is revolutionising financial advice.
Leads provided – High-quality lead generation channels allow advisers to focus on client relationships.
Entrepreneurial freedom – The opportunity to build a book of business within a high-growth, supportive firm.
Cutting-edge technology – A digital-first approach removes administrative burdens and enhances client service.
Client-first approach – A chance to be part of a firm that prioritises long-term client relationships over sales targets.
What’s Needed to Succeed
Client-first mindset – A passion for building strong client relationships and delivering outstanding financial planning.
Entrepreneurial spirit – Excited by the prospect of building a client bank and shaping the future of financial advice.
Collaborative nature – A team player who thrives in an innovative, close-knit environment.
High integrity – A commitment to professional ethics and the highest standards of client care.
Qualified – Minimum Level 4 Diploma in Financial Advice (CII, CISI, etc.), with a preference for those working towards Chartered status. At least 2 years of experience providing financial advice is ideal.
What’s on Offer?
Competitive salary + bonuses
Potential for future equity in the company
Private medical insurance, income protection & death in service benefits
Learning & development budget (including exam support)
Take the Next Step
For advisers looking to escape traditional wealth management constraints and embrace a more dynamic, technology-driven approach, this is an opportunity not to be missed.
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.
