At a Glance
- Tasks: Engage with clients, deliver financial advice, and build relationships in a supportive environment.
- Company: Forward-thinking financial planning firm committed to your growth.
- Benefits: Competitive salary, bonus scheme, hybrid working, and ongoing professional development.
- Other info: Structured progression with mentorship and a warm client portfolio to boost your success.
- Why this job: Kickstart your career with real clients and dedicated support to become a fully-fledged adviser.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and client-facing experience.
Build Your Future in a Firm That Invests in You
Are you ready to step into the spotlight and begin delivering regulated financial advice—with real clients, real support, and real opportunity? A forward-thinking, independent financial planning firm is looking for an Associate Financial Adviser to join their Coventry office. This is the ideal next step for a Diploma-qualified professional seeking a clear path to becoming a fully-fledged adviser, with the benefit of an existing client base and a steady flow of qualified leads from an in-house telesales team.
Location: Coventry | Salary: £35,000 - £50,000 + Bonus | Warm Client Portfolio + Qualified Leads | Hybrid Working
What Makes This Role Stand Out
- Start with substance - Inherit a portfolio of mass affluent clients to build early momentum
- Lead generation done for you - Dedicated telesales agents will book qualified appointments straight into your diary
- Structured progression - Work alongside senior advisers and mentors as you build your confidence, skills, and income
- Hybrid working - Flexibility to balance time between the Coventry office, home, and client meetings
- Professional development - Ongoing training, supervision, and study support towards Chartered status
What You’ll Get
- Base salary: £35,000 - £45,000 depending on experience and qualifications
- Bonus scheme linked to advice activity and client outcomes
- Existing client bank + active lead generation support
- Paraplanning and admin support to keep your focus where it matters
- Full backing for CPD, further qualifications, and long-term career growth
- Hybrid working with access to modern offices in Coventry
Your Responsibilities
- Engage with clients virtually and in person to understand their financial goals
- Deliver holistic, compliant advice across pensions, investments, protection, and retirement planning
- Follow up on qualified leads and maintain ongoing relationships with your allocated client base
- Prepare and present financial recommendations under supervision as needed
- Collaborate with paraplanners and compliance teams to ensure advice quality and governance
- Stay informed of market developments and regulatory changes to support informed advice delivery
What You’ll Bring
- Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent)
- Experience in a paraplanner with client-facing experience, trainee adviser
- A genuine desire to progress into a client-facing advice role
- Strong communication and relationship-building skills
Remote Associate Financial Adviser in Kent employer: Ortus Psr
Join a forward-thinking, independent financial planning firm in Coventry that prioritises your professional growth and success. With a structured progression path, dedicated lead generation support, and a hybrid working model, you'll have the resources and flexibility to thrive as an Associate Financial Adviser. Benefit from ongoing training and mentorship while inheriting a warm client portfolio, ensuring you can focus on delivering exceptional financial advice and building lasting client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Remote Associate Financial Adviser in Kent
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at a firm that’s hiring.
✨Tip Number 2
Practice your pitch! When you get the chance to chat with potential employers, be ready to showcase your skills and experience confidently. Tailor your conversation to highlight how you can add value to their team as an Associate Financial Adviser.
✨Tip Number 3
Don’t shy away from following up! After interviews or networking events, drop a quick thank-you email to express your appreciation and reiterate your interest. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to submit your application. Plus, it shows you’re genuinely interested in joining our team and taking the next step in your career.
We think you need these skills to ace Remote Associate Financial Adviser in Kent
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Associate Financial Adviser role. Highlight your Diploma in Regulated Financial Planning and any relevant client-facing experience to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Share your passion for financial advice and how you envision growing with us at StudySmarter. Be genuine and let your personality come through—this is your moment to connect!
Showcase Your Communication Skills:As an Associate Financial Adviser, strong communication is key. Use clear and concise language in your application to demonstrate your ability to convey complex information simply. We want to see how you can engage with clients effectively!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way to ensure your application gets into the right hands quickly. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Ortus Psr
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around pensions, investments, and retirement planning. Being able to discuss these topics confidently will show that you're ready to engage with clients and provide valuable advice.
✨Showcase Your Communication Skills
Since this role involves engaging with clients both virtually and in person, practice articulating your thoughts clearly. Consider doing mock interviews with friends or family to refine your ability to build rapport and convey complex information simply.
✨Demonstrate Your Desire to Learn
Highlight your commitment to professional development and your eagerness to progress towards Chartered status. Share any relevant courses or training you've undertaken, and express your enthusiasm for ongoing learning opportunities within the firm.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of your interview. This shows your genuine interest in the role and the company. You might want to ask about the support provided for CPD or how the team collaborates to ensure quality advice.
