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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 is preferred; self-motivation is key.
- 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: Make sure you fully understand the responsibilities and expectations of an Independent Financial Adviser. Tailor your application to highlight how your skills and experiences align with the job description.
Highlight Relevant Experience: Emphasize any previous experience in financial advising or related fields. Use specific examples to demonstrate your ability to manage client relationships and grow a portfolio.
Showcase Your Skills: Focus on key skills that are essential for the role, such as communication, analytical thinking, and business development. Provide concrete examples of how you've successfully applied these skills in past roles.
Express Your Motivation: Clearly articulate why you want to transition to self-employment and how this opportunity aligns with your career goals. Show enthusiasm for the support and training offered by the firm.
How to prepare for a job interview at Ortus Psr
✨Show Your Financial Expertise
Be prepared to discuss your experience in financial advising. Highlight specific cases where you've successfully managed client portfolios or navigated complex financial situations. This will demonstrate your capability and confidence in the role.
✨Emphasize Your Self-Employment Readiness
Since this position involves transitioning to self-employment, share your thoughts on entrepreneurship. Discuss any previous experiences you have had with managing your own business or how you plan to build your client base independently.
✨Discuss Your Support Needs
Talk about the types of support you would find beneficial as you transition into this role. Whether it's in administration, compliance, or marketing, showing that you understand the importance of these areas will reflect your readiness to embrace the 50/50 revenue share model.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, ongoing training opportunities, and how they support advisers during their transition. This shows your genuine interest in the firm and helps you assess if it’s the right fit for you.
