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- Tasks: Provide holistic financial advice and manage client portfolios.
- Company: Progressive financial planning firm with a client-first culture.
- Benefits: Flexible working hours, competitive salary, and performance-linked bonuses.
- Why this job: Join a dynamic team and make a real difference in clients' lives.
- Qualifications: Experience in client management and a passion for exceptional advice.
- Other info: Innovative environment with opportunities for personal and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
A progressive financial planning firm in the United Kingdom seeks a Financial Adviser to provide holistic financial advice across all life stages. You will manage existing client portfolios and develop new relationships.
The firm offers a client-first culture, flexible working hours, and competitive salaries with performance-linked bonuses.
Ideal candidates will have experience in client management and a passion for delivering exceptional advice in an innovative environment.
Remote Financial Adviser — Client-First, Growth Path in Oxford employer: Ortus Psr
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Financial Adviser — Client-First, Growth Path in Oxford
✨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 aligns with your values.
✨Tip Number 2
Prepare for those interviews! Research the company’s culture and values, especially their client-first approach. Be ready to share how your experience in client management can contribute to their innovative environment.
✨Tip Number 3
Showcase your passion! During interviews, express your enthusiasm for delivering exceptional financial advice. Share specific examples of how you've gone above and beyond for clients in the past.
✨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 take the initiative to connect directly with us.
We think you need these skills to ace Remote Financial Adviser — Client-First, Growth Path in Oxford
Some tips for your application 🫡
Show Your Passion for Client Management: When writing your application, make sure to highlight your experience in managing client portfolios. We want to see your passion for delivering exceptional advice and how you've built relationships in the past.
Tailor Your Application: Don’t just send a generic application! Take the time to tailor your CV and cover letter to reflect the values of our client-first culture. We love seeing candidates who align with our mission and can bring something unique to the table.
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured applications that get straight to the heart of your qualifications and experiences. Avoid fluff and focus on what makes you a great fit for the role.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Ortus Psr
✨Know Your Financial Stuff
Brush up on your financial knowledge and be ready to discuss various financial planning strategies. Make sure you can explain complex concepts in simple terms, as this will show your ability to provide holistic advice tailored to clients' needs.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client portfolios in the past. Highlight any innovative approaches you've taken to build relationships and deliver exceptional service, as this aligns perfectly with the firm's client-first culture.
✨Emphasise Flexibility and Adaptability
Since the role offers flexible working hours, be ready to discuss how you manage your time effectively. Share experiences where you've adapted to changing circumstances or client needs, demonstrating that you're a proactive problem-solver.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's growth path and how they support their advisers. This shows your genuine interest in the company and helps you assess if their values align with yours, especially regarding innovation and client care.
