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For Companies At a Glance
- Tasks: Help clients achieve financial independence with tailored strategies and ongoing support.
- Company: Join a leading independent wealth management firm with a client-first culture.
- Benefits: Enjoy a competitive salary, performance bonuses, and full support for your success.
- Why this job: Make a real difference in clients' lives while enjoying flexible working options.
- Qualifications: Diploma in Regulated Financial Planning and strong interpersonal skills required.
- Other info: Access to cutting-edge tech and continuous learning opportunities for career growth.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Shape Your Future in Financial Advice – Join a Leading Independent Wealth Management Firm
Are you a client-first Financial Adviser seeking the stability of an employed role with the freedom to work flexibly? This is your opportunity to join a progressive, planning-led wealth management firm as an Employed Independent Financial Adviser, with the flexibility to work remotely or from one of their nationwide office locations.
This firm is renowned for its client-centric culture, strong values, and robust support infrastructure – allowing advisers to focus on delivering life-changing financial outcomes without the distractions of running a business solo.
Why Join This Wealth Management Firm?
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Remote-first flexibility with access to office space if preferred
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End-to-end in-house support – including Paraplanning, Admin, DIS, and Compliance
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A client-first advice proposition grounded in integrity and trust
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Consultative marketing and lead generation to support new business development
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A collaborative culture with continuous learning and development opportunities
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Cutting-edge tech including the XPlan POS system to streamline advice delivery
Role Overview – Employed Independent Financial Adviser
In this role, you'll work closely with clients to understand their financial goals, create clear, tailored strategies, and guide them on their journey to financial independence. While the role is home-based, there is an expectation to attend face-to-face client meetings where required, ensuring meaningful relationships are built and maintained.
Key Responsibilities
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Deliver holistic financial planning using the Six-Stage Advice Process
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Regularly review clients’ circumstances and adapt plans accordingly
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Stay up to date with financial products, legislation, and market trends
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Develop new client relationships through referrals, business planning, and marketing initiatives
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Build strong connections with introducers and centres of influence
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Conduct thorough fact-finding and prepare compliant, bespoke financial reports
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Maintain accurate and timely management information
What You'll Need to Succeed
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Diploma in Regulated Financial Planning (DipPFS) or equivalent recognised by the FCA
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Active CF30 status or the ability to obtain it
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A demonstrable client-centric approach and commitment to doing the right thing
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Strong interpersonal skills and professional communication
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Confidence in using technology and delivering advice in both digital and face-to-face settings
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Experience in growing and managing a client bank
Package & Benefits
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Competitive employed salary structure
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Performance-based bonus and incentives
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Full Paraplanning, Admin, and Compliance support
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Access to a trusted investment platform with cost-effective solutions
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Ongoing CPD, training, and career progression opportunities
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Marketing and business development support to grow your client base
Financial Advisor employer: Ortus Psr
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Network Like a Pro
Get out there and connect with people in the financial sector! Attend industry events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to referrals and job opportunities that aren’t even advertised.
✨Showcase Your Expertise
Create a personal brand that highlights your skills and knowledge in financial planning. Share insights on social media, write articles, or even start a blog. This not only positions you as an expert but also attracts potential employers who value your expertise.
✨Ace the Interview
Prepare for interviews by researching the company and understanding their client-first approach. Practice common interview questions and think of examples that showcase your interpersonal skills and client-centric mindset. Confidence is key!
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through our site gives you a better chance of being noticed, and we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Financial Advisor role. Highlight your client-centric approach and any relevant qualifications, like your Diploma in Regulated Financial Planning.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about financial advice and how you can contribute to our client-first culture. Be genuine and let your personality shine through!
Showcase Your Interpersonal Skills: In your application, emphasise your strong communication skills and ability to build relationships. We want to see how you connect with clients and adapt to their needs.
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. This way, we can easily track your application and get back to you quicker!
How to prepare for a job interview at Ortus Psr
✨Know Your Stuff
Make sure you’re well-versed in the financial products and market trends relevant to the role. Brush up on the Six-Stage Advice Process and be ready to discuss how you would apply it in real-life scenarios.
✨Showcase Your Client-Centric Approach
Prepare examples that highlight your commitment to putting clients first. Think of specific situations where you’ve gone above and beyond to meet a client’s needs, as this firm values integrity and trust.
✨Be Tech-Savvy
Familiarise yourself with the XPlan POS system or similar tech tools. Be prepared to discuss how you’ve used technology to enhance your advice delivery, whether in digital or face-to-face settings.
✨Build Rapport
Since this role involves building strong relationships, practice your interpersonal skills. During the interview, engage with your interviewer as if they were a client, demonstrating your ability to connect and communicate effectively.
