Remote Independent Financial Adviser in London

Remote Independent Financial Adviser in London

London Freelance 50000 - 70000 £ / year (est.) Working from home possible
Ortus Psr

At a Glance

  • Tasks: Provide independent financial advice and exceptional service to clients.
  • Company: Award-winning firm with a supportive and dynamic team culture.
  • Benefits: Flexible remote work, better work-life balance, and control over your future.
  • Other info: Opportunity to manage clients with significant assets and achieve career success.
  • Why this job: Join a thriving ecosystem that values your expertise and empowers your growth.
  • Qualifications: Experience as a Financial Adviser with a strong client management background.

The predicted salary is between 50000 - 70000 £ per year.

Are you an experienced Financial Adviser with a passion for providing independent advice and exceptional service to your clients? Do you dream of achieving a better work-life balance while taking control of your own future? If so, we have an incredible opportunity for you!

Our award-winning client is seeking Financial Advisers who are managing clients banks with £20 Million Assets Under Management (AUM) to join their dynamic team. As an Independent Financial Adviser you will become part of a supportive ecosystem that values your expertise and empowers you to thrive.

Here's what awaits you as an IFA.

Remote Independent Financial Adviser in London employer: Ortus Psr

Join an award-winning firm that prioritises your work-life balance and professional growth as a Remote Independent Financial Adviser. With a supportive culture that values your expertise, you'll have the freedom to manage your own clients and make impactful financial decisions while enjoying the flexibility of remote work. Benefit from ongoing training and development opportunities that empower you to excel in your career and achieve your personal goals.

Ortus Psr

Contact Details:

Ortus Psr Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Remote Independent Financial Adviser in London

Show Off Your Expertise Online

In the banking and financial services world, sharing your insights on platforms like LinkedIn can really set you apart. Write articles about market trends or finance tips, and engage in discussions in relevant groups. This not only boosts your visibility but also highlights your knowledge to potential clients.

Join Freelance Platforms and Networking Events

Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.

Build a Stunning Portfolio

Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.

Direct Outreach is Key

For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on Ortus Psr for freelance opportunities—they might have just what you’re looking for!

We think you need these skills to ace Remote Independent Financial Adviser in London

Financial Advisory
Client Relationship Management
Investment Strategy Development
Asset Management
Regulatory Compliance
Risk Assessment
Financial Planning

Some tips for your application 🫡

Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.

Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at Ortus Psr. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!

Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!

Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining Ortus Psr. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!

How to prepare for a job interview at Ortus Psr

Show Off Your Financial Savvy

When you're talking with Ortus Psr, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.

Bring Your Portfolio to Life

A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.

Know Your Regulations and Compliance

In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.

Be Ready to Discuss Your Rates and Availability

As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to Ortus Psr.