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- Tasks: Build and manage your own client base with full support and leads.
- Company: Join a dynamic firm that rewards your effort and results in financial advising.
- Benefits: Enjoy pre-qualified leads, back-office support, and up to £3,500 monthly for two years.
- Why this job: Gain entrepreneurial freedom while earning based on your success and client relationships.
- Qualifications: Must have a Level 4 Diploma in Financial Planning and a driven mindset.
- Other info: This role offers a proven path to six-figure earnings for ambitious advisers.
The predicted salary is between 36000 - 60000 £ per year.
Wealth Manager – Build Your Own Book with Full Support & Leads
Earn What You Deserve – Your Success, Your Rewards
Are you a qualified Financial Adviser looking to take control of your future? Do you have the drive to build something truly yours? We provide the tools, the leads, and the support to help you grow a thriving client base. How far you take it is entirely up to you. At our firm, we reward effort and results. Our Junior Wealth Managers overseeing £15M in client assets are already earning more than many advisers on fixed salaries. Those managing £70M? They’re seeing earnings of £231,000+. But here’s the key: they’ve earned it.
If you’re ready to transition but need a financial bridge, we offer up to £3,500 per month for two years to support your journey. This isn’t a cushion—it’s a runway. Your pay will reflect your success, directly tied to your ability to build and maintain strong client relationships. You will earn a bonus on top, so you will be earning 50% of your ongoing fees in an employed role.
What We Offer:
- Pre-qualified leads to help you establish your client base
- Full back-office support so you can focus on advising, not admin
- Structured financial transition support – up to £3,500 p/m for two years guaranteed and will increase inline with portfolio growth
- A proven path to success with advisers in our firm already surpassing six-figure earnings
- Entrepreneurial freedom with the infrastructure to thrive
What You Need to Bring:
- A driven, entrepreneurial mindset—your earnings are in your hands
- A commitment to building long-term client relationships
- Level 4 Diploma in Financial Planning (or equivalent)
- The ambition to grow your book and shape your own future
This opportunity isn’t for everyone. But if you’re ready to build something significant, with our support and proven model, then let’s talk.
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 and professionals in the industry. Attend local finance events or join online forums to connect with potential mentors who can provide insights and guidance on building your client base.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise and connect with potential clients. Share valuable content related to financial planning to establish yourself as a knowledgeable resource in the field.
✨Tip Number 3
Consider reaching out to existing clients for referrals. Satisfied clients can be your best advocates, so don’t hesitate to ask them to recommend your services to their friends and family.
✨Tip Number 4
Familiarise yourself with the tools and resources we offer at StudySmarter. Understanding how to effectively use our leads and back-office support can give you a significant advantage in managing your 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 qualifications as a Financial Adviser, including your Level 4 Diploma in Financial Planning. Emphasise any experience you have in building client relationships and managing assets.
Craft a Compelling Cover Letter: Write a cover letter that showcases your entrepreneurial mindset and commitment to client relationships. Use specific examples of how you've successfully built a client base or managed financial portfolios in the past.
Highlight Relevant Skills: In your application, focus on skills that are crucial for a Financial Adviser, such as communication, analytical thinking, and relationship management. Mention any tools or software you are proficient in that can aid in client management.
Showcase Your Ambition: Convey your ambition to grow your book and shape your future in the financial sector. Discuss your long-term goals and how this position aligns with your career aspirations, demonstrating that you are ready to take control of your success.
How to prepare for a job interview at Ortus Psr
✨Show Your Entrepreneurial Spirit
As a Financial Adviser, it's crucial to demonstrate your entrepreneurial mindset during the interview. Share examples of how you've taken initiative in previous roles or how you've successfully built client relationships. This will show that you're ready to take control of your future and thrive in a commission-based environment.
✨Highlight Your Client Relationship Skills
Since this role heavily relies on building long-term client relationships, be prepared to discuss your approach to client management. Provide specific examples of how you've nurtured client connections and the positive outcomes that resulted from those relationships. This will illustrate your commitment to client satisfaction and retention.
✨Discuss Your Financial Planning Qualifications
Make sure to mention your Level 4 Diploma in Financial Planning or any equivalent qualifications you possess. Be ready to explain how your education has equipped you with the necessary skills to advise clients effectively. This will reinforce your credibility as a qualified Financial Adviser.
✨Prepare Questions About Support and Growth
Demonstrating your interest in the company's support structure is key. Prepare thoughtful questions about the pre-qualified leads, back-office support, and financial transition assistance they offer. This shows that you're serious about utilising their resources to grow your client base and achieve success.
