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For Companies At a Glance
- Tasks: Manage a portfolio of 100 affluent clients and provide tailored financial advice.
- Company: Join a leading wealth management firm with a strong reputation for client support.
- Benefits: Enjoy remote work flexibility, full admin support, and competitive bonuses.
- Why this job: This role offers instant earnings stability and growth opportunities in a supportive environment.
- Qualifications: Must have a Level 4 Diploma in Financial Advice and client-facing experience.
- Other info: Take over a retiring adviser's client book and thrive with comprehensive training.
The predicted salary is between 48000 - 112000 £ per year.
We are currently seeking experienced, qualified Financial Advisers ready to take the next step in their career by inheriting a fully validated book of business. You will immediately receive a portfolio of around 100 mass affluent clients (£250k+ investable assets), providing instant earnings stability while giving you the foundation to build further.
What’s on Offer:
- Guaranteed Client Book: Circa 100 active clients ready to engage
- Salary: Up to £80,000 basic
- Bonus: 30% on all new and recurring business above validation
- One-off Incentives: £500–£10,000 per self-generated client
- Leads Provided: Via online channels and professional introducers
Comprehensive Advice Platform
Our client firm offers a full-service wealth management proposition, including:
- Investment & Financial Planning
- Estate & Trust Planning
- Mortgages & Equity Release
- Protection Advice
- In-house Discretionary Fund Management (DFM)
Competitive Client Fees: 1% adviser charge, with an all-in average of just 1.65%–1.7%
Support & Flexibility You Can Rely On
- Full Paraplanning and Admin Support
- In-house Training on Estate Planning & Trusts
- Remote-first approach – work from home, with optional office use
- Manage your diary, your clients, your way
Who We’re Looking For:
- Level 4 Diploma in Financial Advice (minimum)
- Client-facing experience
- Ethical, outcome-focused, and client-first mindset
- Ambitious, self-driven, and eager to grow within a supportive environment
Ready to take the reins of a thriving client book? Apply now or contact us for a confidential conversation. This is a rare opportunity to transition into a validated business, backed by best-in-class infrastructure and support.
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 relevant events or webinars to connect with potential colleagues and mentors who can provide insights into the role and company culture.
✨Tip Number 2
Familiarise yourself with the latest trends in wealth management and financial planning. Being knowledgeable about current market conditions and investment strategies will help you stand out during interviews.
✨Tip Number 3
Prepare to discuss your client management approach. Think about how you would engage with the inherited client book and demonstrate your ability to build strong relationships with clients.
✨Tip Number 4
Showcase your ambition and growth mindset. Be ready to share examples of how you've successfully developed your skills and taken initiative in previous roles, as this aligns with the company's growth-focused environment.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Financial Advice and any relevant client-facing experience. Emphasise your ethical approach and client-first mindset, as these are key qualities the company is looking for.
Craft a Compelling Cover Letter: In your cover letter, express your ambition and eagerness to grow within a supportive environment. Mention how inheriting a client book aligns with your career goals and how you can contribute to the firm's success.
Showcase Relevant Experience: Provide specific examples of your past experiences that demonstrate your ability to manage client portfolios effectively. Highlight any achievements in financial planning or client relationship management that showcase your skills.
Proofread Your Application: Before submitting, carefully proofread your application materials for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial advisory field.
How to prepare for a job interview at Ortus Psr
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma in Financial Advice during the interview. Discuss how your qualifications have prepared you for managing a client portfolio and how they align with the company's expectations.
✨Demonstrate Client-Facing Experience
Prepare examples from your past roles where you've successfully engaged with clients. This will show your ability to build relationships and provide excellent service, which is crucial for inheriting a client book.
✨Emphasise Your Ethical Approach
Discuss your commitment to an ethical, client-first mindset. Share specific instances where you've prioritised client outcomes, as this aligns with the company's values and will resonate well with the interviewers.
✨Express Your Ambition and Growth Mindset
Convey your eagerness to grow within a supportive environment. Talk about your career goals and how you see yourself contributing to the company’s success while developing your skills further.
