At a Glance
- Tasks: Help clients achieve financial independence with tailored strategies and ongoing support.
- Company: Leading independent wealth management firm with a client-first culture.
- Benefits: Remote work flexibility, in-house support, and continuous learning opportunities.
- Other info: Collaborative culture with cutting-edge technology to enhance your advisory skills.
- Why this job: Make a real difference in clients' lives while enjoying a flexible work environment.
- Qualifications: Diploma in Regulated Financial Planning and strong interpersonal skills.
The predicted salary is between 50000 - 60000 £ per year.
Shape Your Future in Financial Advice – Join a Leading Independent Wealth Management Firm
Are you a client-first Financial Adviser seeking the stability of an employed role with the freedom to work flexibly? This is your opportunity to join a progressive, planning-led wealth management firm as an Employed Independent Financial Adviser, with the flexibility to work remotely or from one of their nationwide office locations. This firm is renowned for its client-centric culture, strong values, and robust support infrastructure – allowing advisers to focus on delivering life-changing financial outcomes without the distractions of running a business solo.
Why Join This Wealth Management Firm?
- Remote-first flexibility with access to office space if preferred
- End-to-end in-house support – including Paraplanning, Admin, DIS, and Compliance
- A client-first advice proposition grounded in integrity and trust
- Consultative marketing and lead generation to support new business development
- A collaborative culture with continuous learning and development opportunities
- Cutting-edge tech including the XPlan POS system to streamline advice delivery
Role Overview – Employed Independent Financial Adviser
In this role, you'll work closely with clients to understand their financial goals, create clear, tailored strategies, and guide them on their journey to financial independence. While the role is home-based, there is an expectation to attend face-to-face client meetings where required, ensuring meaningful relationships are built and maintained.
Key Responsibilities
- Deliver holistic financial planning using the Six-Stage Advice Process
- Regularly review clients’ circumstances and adapt plans accordingly
- Stay up to date with financial products, legislation, and market trends
- Develop new client relationships through referrals, business planning, and marketing initiatives
- Build strong connections with introducers and centres of influence
- Conduct thorough fact-finding and prepare compliant, bespoke financial reports
- Maintain accurate and timely management information
What You'll Need to Succeed
- Diploma in Regulated Financial Planning (DipPFS) or equivalent recognised by the FCA
- Active CF30 status or the ability to obtain it
- A demonstrable client-centric approach and commitment to doing the right thing
- Strong interpersonal skills and professional communication
- Confidence in using technology and delivering advice in both digital and face-to-face settings
- Experience in growing and managing a client bank
Remote Financial Advisor in Kent employer: Ortus Psr
Join a leading independent wealth management firm that prioritises a client-first approach and offers the flexibility of remote work alongside robust in-house support. With a collaborative culture that fosters continuous learning and development, this firm empowers its advisers to focus on delivering exceptional financial outcomes while enjoying the benefits of cutting-edge technology and a strong ethical foundation.
StudySmarter Expert Advice🤫
We think this is how you could land Remote Financial Advisor in Kent
✨Tip Number 1
Network like a pro! Reach out to your connections and let them know you're on the hunt for a Financial Advisor role. You never know who might have a lead or can introduce you to someone in the industry.
✨Tip Number 2
Get your online presence sorted! Make sure your LinkedIn profile is up-to-date and showcases your skills and experience. Engage with relevant content and connect with industry professionals to boost your visibility.
✨Tip Number 3
Practice your pitch! Be ready to explain your client-centric approach and how you can deliver tailored financial strategies. Role-play with a friend or mentor to build confidence before interviews.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills. Plus, it shows you’re serious about joining our team and embracing the remote-first culture.
We think you need these skills to ace Remote Financial Advisor in Kent
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the role of a Financial Adviser. Highlight your client-centric approach and any relevant qualifications, like your Diploma in Regulated Financial Planning.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about financial advice and how you can contribute to our client-first culture. Be genuine and let your personality shine through!
Showcase Your Interpersonal Skills:In your application, emphasise your strong communication skills and ability to build relationships. We want to see how you connect with clients and maintain those important relationships.
Apply Through Our Website:For the best chance of success, make sure to apply directly through our website. This way, we can easily track your application and get back to you quicker!
How to prepare for a job interview at Ortus Psr
✨Know Your Stuff
Make sure you brush up on the latest financial products, legislation, and market trends. Being well-informed will not only boost your confidence but also show the interviewers that you're serious about delivering top-notch advice to clients.
✨Showcase Your Client-Centric Approach
Prepare examples of how you've put clients first in your previous roles. Whether it's adapting a financial plan based on their needs or building strong relationships, demonstrating your commitment to client satisfaction is key.
✨Practice Your Tech Skills
Since this role involves using cutting-edge tech like the XPlan POS system, make sure you're comfortable with technology. If you can, try to get familiar with similar tools beforehand so you can confidently discuss your tech-savviness during the interview.
✨Be Ready for Scenario Questions
Expect questions that ask how you'd handle specific client situations or challenges. Think through some scenarios in advance and be ready to explain your thought process and the steps you'd take to ensure a positive outcome for the client.
