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- Tasks: Grow client relationships and provide tailored financial advice.
- Company: Join a thriving Chartered Financial Practice in Yorkshire with 20 years of community service.
- Benefits: Enjoy flexible working, professional development support, and exceptional earning potential of £60,000-£70,000.
- Why this job: Be part of a dynamic, inclusive team focused on growth and client success.
- Qualifications: Proven financial advisory experience and commitment to achieving Chartered status.
- Other info: 1-2-1 support from a qualified Paraplanner to enhance your client relationship skills.
The predicted salary is between 48000 - 84000 £ per year.
Join our ambitious growth journey as an employed Financial Adviser. Are you ready to elevate your career with a thriving, independent Chartered Financial Practice in Yorkshire? The team have been serving their local community for over 20 years, managing £300 million in assets. Following a recent restructuring, they are embarking on an ambitious growth strategy over the next 5 years and we want you to be part of our success story.
As a Financial Adviser, you will be tasked with growing an existing client bank of circa £15 million AUM, and you’ll play a key role in driving our growth strategy.
Why Join Us?- Be part of a dynamic team: The team believe in diversity and supporting each other, and there is a genuine desire from the management team to develop their staff and enrich their lives.
- Flexible working environment: Enjoy a hybrid role with no mandated office days—balance office time, client meetings, and working from home.
- Support for your growth: Whether you’re already Chartered or working towards it, we’re here to support your professional development.
- Exceptional earning potential: Total compensation potential of £60,000–£70,000 per year based on targets being hit.
- Building and nurturing client relationships through exceptional service and trust-building.
- Converting leads from professional introducers and online enquiries (64% conversion rate).
- Generating referrals by networking with accountants, solicitors, and other professionals.
- Providing expert financial advice tailored to individual client needs.
- Combining new client acquisition with managing existing client portfolios.
- Receive 1-2-1 support from a qualified Paraplanner so you can focus on building relationships with existing and new customers.
- Proven financial advisory experience, with strong consultancy sales and relationship-building skills.
- A commitment to achieving Chartered status (or already Chartered).
- A passion for delivering exceptional client outcomes and driving new business growth.
We’re not just hiring employees—we’re looking for partners who share our vision. We’re committed to fostering a supportive, collaborative, and inclusive environment where you can thrive.
Next StepsReady to take the next step in your career with a forward-thinking, community-focused firm? Apply today and be part of our ambitious journey. If you have any questions, don’t hesitate to get in touch. We’re excited to hear from you!
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 professionals in the financial sector, especially accountants and solicitors, as they can be valuable sources of referrals. Attend local events or join online forums to connect with potential introducers who can help you grow your client base.
✨Tip Number 2
Familiarise yourself with the specific needs and preferences of clients in Yorkshire. Understanding the local market can give you an edge in building trust and rapport with potential clients, making it easier to convert leads into long-term relationships.
✨Tip Number 3
Showcase your commitment to professional development by engaging in relevant training or workshops. This not only enhances your skills but also demonstrates to potential employers that you are serious about achieving Chartered status and providing exceptional service.
✨Tip Number 4
Prepare to discuss your previous successes in client relationship management during interviews. Highlight specific examples where you've built trust and delivered exceptional outcomes, as this will resonate well with the firm's focus on nurturing client relationships.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your financial advisory experience and showcases your relationship-building skills. Use specific examples that demonstrate your success in client management and consultancy sales.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for delivering exceptional client outcomes. Mention your commitment to achieving Chartered status and how you align with the company's vision of fostering a supportive environment.
Highlight Relevant Achievements: In your application, emphasise any achievements related to client acquisition and portfolio management. Quantify your successes where possible, such as conversion rates or growth in assets under management.
Showcase Your Networking Skills: Discuss your experience in generating referrals through networking with professionals like accountants and solicitors. This will demonstrate your proactive approach to business growth, which is key for this role.
How to prepare for a job interview at Ortus Psr
✨Showcase Your Relationship-Building Skills
As a Financial Adviser, your ability to build and nurture client relationships is crucial. Prepare examples of how you've successfully developed trust with clients in the past, highlighting your communication skills and empathy.
✨Demonstrate Your Knowledge of Financial Products
Be ready to discuss various financial products and services you are familiar with. This shows your expertise and helps the interviewers gauge your ability to provide tailored advice to clients.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities. Think of scenarios where you had to overcome challenges in client management or sales, and be prepared to explain your thought process and outcomes.
✨Express Your Commitment to Professional Development
Since the role values Chartered status, convey your dedication to achieving this qualification if you haven't already. Discuss any steps you've taken towards this goal and how you plan to continue your professional growth.
