At a Glance
- Tasks: Provide expert financial advice and manage client portfolios with full support.
- Company: Established wealth management firm focused on client-first advisory.
- Benefits: Competitive salary, uncapped earnings, flexible working options, and full admin support.
- Other info: Enjoy ongoing professional development and marketing support to boost your success.
- Why this job: Join a tech-driven team and make a real difference in clients' financial futures.
- Qualifications: Qualified Independent Financial Adviser with experience in financial services.
The predicted salary is between 60000 - 80000 £ per year.
A growing and well-established wealth management firm is seeking experienced and qualified Independent Financial Advisers (IFAs) across the West Midlands, including Leamington Spa, to join their client-first advisory team. This opportunity offers the flexibility to work remotely, from an office, or in a hybrid model – giving you total control over how and where you work.
Location: Leamington Spa & West Midlands
Salary: £60,000 - £80,000 + Uncapped Earnings Potential + Full Paraplanning & Admin Support
Sector: Financial Services | Wealth Management | Financial Advice
As part of a business that puts clients at the centre of everything it does, you’ll be supported by a full Paraplanning team, dedicated admin support, and ongoing lead generation to help you grow and manage your client portfolio efficiently and compliantly.
Why This Role Stands Out:
- Remote Financial Adviser role with flexible office access if preferred
- High-quality leads provided – warm leads through digital marketing and referrals
- Full paraplanning and administrative support – spend more time advising, less time on admin
- Technology-driven advice process – using XPlan CRM and Microsoft Teams
- Ongoing CPD and compliance support – stay ahead with professional development
- Marketing support – including branded digital assets and consultative planning
Key Responsibilities:
- Deliver regulated financial advice across pensions, investments, protection, and retirement planning
- Work with a mixed client
Remote Financial Adviser in Hamilton employer: Ortus Psr
Join a forward-thinking wealth management firm that prioritises client satisfaction and offers unparalleled support for Independent Financial Advisers. With the flexibility to work remotely or in a hybrid model, you will benefit from high-quality lead generation, comprehensive paraplanning, and administrative assistance, allowing you to focus on delivering exceptional financial advice. Located in the vibrant West Midlands, this role not only provides competitive earnings potential but also fosters a culture of continuous professional development and innovation.
