At a Glance
- Tasks: Manage a portfolio of affluent clients and provide tailored financial advice.
- Company: Remote-first wealth management firm with a supportive culture.
- Benefits: Up to £80,000 salary, bonuses, full admin support, and flexible working.
- Other info: Enjoy a dynamic work environment with excellent growth opportunities.
- Why this job: Inherit a ready-made client book and grow your career in finance.
- Qualifications: Level 4 Diploma in Financial Advice and client-facing experience required.
The predicted salary is between 80000 - 80000 £ per year.
We are currently seeking experienced, qualified Financial Advisers ready to take the next step in their career by inheriting a fully validated book of business. You will immediately receive a portfolio of around 100 mass affluent clients (£250k+ investable assets), providing instant earnings stability while giving you the foundation to build further.
What’s on Offer:
- Guaranteed Client Book: Circa 100 active clients ready to engage
- Salary: Up to £80,000 basic
- Bonus: 30% on all new and recurring business above validation
- One-off Incentives: £500–£10,000 per self-generated client
- Leads Provided: Via online channels and professional introducers
- Comprehensive Advice Platform
Our client firm offers a full-service wealth management proposition, including:
- Investment & Financial Planning
- Estate & Trust Planning
- Mortgages & Equity Release
- Protection Advice
- In-house Discretionary Fund Management (DFM)
Competitive Client Fees: 1% adviser charge, with an all-in average of just 1.65%–1.7%
Support & Flexibility You Can Rely On:
- Full Paraplanning and Admin Support
- In-house Training on Estate Planning & Trusts
- Remote-first approach – work from home, with optional office use
- Manage your diary, your clients, your way
Who We’re Looking For:
- Level 4 Diploma in Financial Advice (minimum)
- Client-facing experience
- Ethical, outcome-focused, and client-first mindset
- Ambitious, self-driven, and eager to grow within a supportive environment
Ready to take the reins of a thriving client book? Apply now or contact us for a confidential conversation. This is a rare opportunity to transition into a validated business, backed by best-in-class infrastructure and support.
Remote Financial Adviser in Manchester employer: Ortus Psr
Join a dynamic and supportive team as a Remote Financial Adviser, where you will benefit from inheriting a validated client book and enjoy a competitive salary of up to £80,000 plus bonuses. Our remote-first work culture promotes flexibility and work-life balance, while comprehensive admin support and in-house training ensure your professional growth in a thriving environment. With a focus on ethical practices and client satisfaction, this is an exceptional opportunity for ambitious advisers looking to make a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Remote Financial Adviser in Manchester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Ortus Psr. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Remote Financial Adviser in Manchester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Ortus Psr.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Ortus Psr's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Ortus Psr
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Ortus Psr.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Ortus Psr will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Ortus Psr employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
