At a Glance
- Tasks: Manage a portfolio of clients and grow your own business pipeline.
- Company: Dynamic wealth management firm with a people-first culture.
- Benefits: Competitive salary, generous bonuses, and hybrid working model.
- Other info: Join a collaborative team focused on doing the right thing.
- Why this job: Inherit loyal clients and enjoy operational support without micromanagement.
- Qualifications: Qualified Financial Planner with a passion for client success.
Take your advisory career to the next level – inherit a loyal, established client bank and shape the future of your success. This is your chance to join a dynamic, nationally respected wealth management firm that blends professionalism with a people-first culture. We’re looking for a qualified Financial Planner who’s ready to take ownership of an active portfolio of clients (c.100 households with ~£40m AUM), while being fully supported to grow their own business pipeline – without rigid validation targets or micromanagement.
Base salary: £60,000 – £80,000
Annual bonus: £10,000 – £22,000 (discretionary, advice-fee linked)
You’ll be part of a collaborative, forward-thinking team who genuinely care about doing the right thing for clients – and for each other. If you’re entrepreneurial at heart, but want the stability of recurring income, a healthy bonus structure, and full operational support behind you – this role was built for you.
What Makes This Opportunity Stand Out:
- Inherit c.100 loyal clients with £40m+ AUM from day one – no cold starts here
- Work where you work best – hybrid model with just 2–3 days a week in Plymouth
- No validation hurdles – earn bonus purely on advice fees, not thresholds
- Discretionary bonus up to £22,000 per annum
- Full paraplanning
Remote Financial Adviser in Nottingham employer: Ortus Psr
Join a nationally respected wealth management firm that prioritises a people-first culture and offers a unique opportunity for growth as a Remote Financial Adviser. With an established client bank and a supportive team environment, you can thrive without the pressure of rigid targets, enjoying a competitive salary and generous bonus structure while working flexibly from Plymouth. This is your chance to build a rewarding career in a collaborative setting that values both client success and employee well-being.
StudySmarter Expert Advice🤫
We think this is how you could land Remote Financial Adviser in Nottingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the lookout for new opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially their people-first approach. Be ready to discuss how your experience aligns with their values and how you can contribute to their success.
✨Tip Number 3
Showcase your entrepreneurial spirit! When discussing your past experiences, highlight instances where you've taken initiative or grown a client base. This will resonate well with firms looking for someone who can take ownership of their portfolio.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Remote Financial Adviser in Nottingham
Some tips for your application 🫡
Show Your Passion:When writing your application, let your enthusiasm for the role shine through. We want to see that you’re genuinely excited about joining our team and helping clients achieve their financial goals.
Tailor Your CV:Make sure your CV is tailored to highlight your experience as a Financial Planner. Focus on your achievements, especially those related to managing client portfolios and growing business pipelines, as this is what we value.
Be Clear and Concise:Keep your application clear and to the point. We appreciate straightforward communication, so avoid jargon and make it easy for us to see why you’re the right fit for the role.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity with our supportive team.
How to prepare for a job interview at Ortus Psr
✨Know Your Numbers
As a Financial Adviser, you’ll need to be comfortable discussing figures. Brush up on your knowledge of assets under management (AUM) and be ready to talk about how you’ve successfully managed client portfolios in the past. This shows you’re not just numbers-savvy but also understand the importance of financial growth.
✨Showcase Your People Skills
This role is all about building relationships with clients. Prepare examples of how you’ve fostered strong client connections in previous roles. Highlight your ability to listen, empathise, and provide tailored advice that meets individual needs – it’s key to fitting into their people-first culture.
✨Demonstrate Your Entrepreneurial Spirit
Since they’re looking for someone entrepreneurial, come prepared with ideas on how you would grow your own business pipeline. Discuss any innovative strategies you’ve used in the past to attract and retain clients, showing that you’re proactive and forward-thinking.
✨Understand Their Culture
Research the firm’s values and culture before the interview. Be ready to discuss how your personal values align with theirs, especially around doing the right thing for clients and each other. This will help you demonstrate that you’re not just a fit for the role, but for the team as well.
