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- Tasks: Help clients manage their finances while building your own successful business.
- Company: Join a leading IFA firm managing £2.5 billion AUM with a supportive team.
- Benefits: Enjoy a 50/50 revenue split, ongoing training, and a tax-free financial draw.
- Why this job: Take control of your earnings and client relationships in a dynamic environment.
- Qualifications: Experience in financial advising or wealth management is preferred.
- Other info: Transition support available for those moving from employed roles.
The predicted salary is between 36000 - 60000 £ per year.
Financial Advisers – Take Control of Your Future with a Leading IFA Firm Are you ready to embrace self-employment but worried about the challenges of going it alone? Join our growing IFA firm, managing £2.5 billion AUM, and receive unparalleled support as you transition into building your own successful business. The team has a successful track record of helping Adviser transition across from employed roles and then onboard clients after their 12-month covenants have finished. If you’re working for a national IFA firm or Wealth Management team at a bank and want to take control over your earnings and how your clients are looked after, then this could be the opportunity for you. Why Join Us? 50/50 Split : Enjoy a generous 50/50 revenue share with full support in Administration, Compliance, Paraplanning , and Marketing & Business Development . This means you can focus on what you do best—advising clients and growing your portfolio. Ongoing Training & Development : Benefit from continuous professional development to enhance your skills and ensure you stay ahead in the ever-evolving financial landscape. Tax-Free Financial Draw : We understand that making the move to self-employment can be daunting. That’s why we offer a tax-free financial draw to ease your transition, giving you peace of mind during the early stages of your business. Progression to 60/40…
Independent Financial Adviser employer: Ortus Psr
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser
✨Tip Number 1
Network with other financial advisers who have made the transition to self-employment. They can provide valuable insights and share their experiences, which can help you navigate your own journey.
✨Tip Number 2
Research the specific support services we offer, such as compliance and marketing. Understanding these resources will allow you to leverage them effectively when you start building your client base.
✨Tip Number 3
Prepare a clear vision of how you want to manage your clients and grow your portfolio. This will not only help you during the interview process but also demonstrate your commitment to your future success.
✨Tip Number 4
Stay updated on the latest trends in the financial industry. This knowledge will not only enhance your credibility but also show us that you are proactive and dedicated to continuous learning.
We think you need these skills to ace Independent Financial Adviser
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and expectations of an Independent Financial Adviser. Familiarize yourself with the firm's values and how they align with your career goals.
Tailor Your CV: Customize your CV to highlight relevant experience in financial advising, client management, and any entrepreneurial ventures. Emphasize your ability to transition from employed roles to self-employment.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your desire to take control of your future. Mention specific reasons why you want to join this IFA firm and how you can contribute to their success.
Highlight Continuous Learning: In your application, emphasize your commitment to ongoing training and professional development. Mention any relevant certifications or courses you've completed that demonstrate your dedication to staying ahead in the financial landscape.
How to prepare for a job interview at Ortus Psr
✨Show Your Entrepreneurial Spirit
As an Independent Financial Adviser, it's crucial to demonstrate your ability to manage your own business. Share examples of how you've taken initiative in previous roles or how you've successfully managed client relationships.
✨Highlight Your Client-Centric Approach
Emphasize your commitment to putting clients first. Discuss specific strategies you've used to understand client needs and how you've tailored your advice to meet those needs effectively.
✨Discuss Your Knowledge of Financial Regulations
Since compliance is a key aspect of financial advising, be prepared to talk about your understanding of relevant regulations and how you ensure adherence in your practice.
✨Prepare Questions About Support and Development
Show your interest in the firm's support structure by asking insightful questions about ongoing training, compliance assistance, and marketing resources. This demonstrates that you're serious about building a successful practice.
