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- Tasks: Help clients manage their finances with tailored advice and solutions.
- Company: Join a leading wealth management firm known for high-quality financial services.
- Benefits: Enjoy complete flexibility, remote work options, and a competitive revenue share structure.
- Why this job: Build your business on your terms while benefiting from industry-leading support and resources.
- Qualifications: Experience as a Financial Adviser is required; self-motivation is key.
- Other info: Access both regulated and non-regulated service offerings for a holistic client approach.
The predicted salary is between 36000 - 60000 £ per year.
Are you a motivated Financial Adviser looking for the freedom and flexibility of self-employment, with the backing of a supportive and well-established wealth management firm? This opportunity could be the perfect fit, the firm offer a number of holistic solution and leads provided A leading wealth management firm, known for delivering high-quality financial advice and tailored client services, is seeking experienced Financial Advisers to join their Self-Employed Adviser Proposition . This is an opportunity to build a business on your own terms while benefiting from the resources, support, and reputation of a respected industry leader. You will have access to both regulated and non regulated service offerings, meaning you can provide your customers with a truly holistic offering that helps them with both their liquid and business assets. Why Join This Wealth Management Firm? Complete Flexibility : Manage your schedule, clients, and working environment. Whether you prefer remote work or occasional office access, the choice is entirely yours. High Earning Potential : A competitive and uncapped revenue share structure provides significant income opportunities based on individual performance and client growth. Client-First Approach : Advisers are given access to a substantial client base with the freedom and support to build their …
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 professionals to gain insights and referrals. Attend industry events or join online forums where you can connect with potential clients and other advisers who can share their experiences.
✨Tip Number 2
Leverage social media platforms to showcase your expertise in financial advising. Share valuable content, tips, and success stories that highlight your skills and attract potential clients.
✨Tip Number 3
Consider obtaining additional certifications or training that can enhance your credibility and appeal to a broader client base. This can set you apart from other advisers and demonstrate your commitment to professional growth.
✨Tip Number 4
Utilize the resources and support offered by the wealth management firm to develop a personalized business plan. This will help you outline your goals, target market, and strategies for building your client base effectively.
We think you need these skills to ace Independent Financial Adviser
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities and expectations of an Independent Financial Adviser. Tailor your application to highlight your relevant experience and how it aligns with the firm's client-first approach.
Highlight Your Flexibility: Emphasize your ability to manage your own schedule and work environment. Share examples of how you've successfully worked independently or managed client relationships in a flexible setting.
Showcase Your Earning Potential: Discuss your previous successes in generating revenue and building client relationships. Use specific metrics or achievements to demonstrate your high earning potential and performance-driven mindset.
Personalize Your Application: Address your application to the hiring manager if possible, and include a brief introduction about why you are interested in this particular wealth management firm. Mention their reputation and how it resonates with your professional values.
How to prepare for a job interview at Ortus Psr
✨Show Your Independence
As an Independent Financial Adviser, it's crucial to demonstrate your ability to work autonomously. Share examples of how you've successfully managed client relationships and built your own business in the past.
✨Highlight Your Client-First Approach
This firm values a client-first approach, so be prepared to discuss how you prioritize client needs. Provide specific instances where you've tailored your services to meet individual client goals.
✨Discuss Your Flexibility
Emphasize your adaptability and how you can manage your schedule effectively. Talk about your experience with remote work or flexible environments, showcasing your ability to thrive in self-employment.
✨Prepare for Questions on Holistic Solutions
Since the firm offers both regulated and non-regulated services, be ready to discuss your knowledge and experience with holistic financial solutions. This will show that you can provide comprehensive advice to clients.
