At a Glance
- Tasks: Deliver tailored financial advice and build long-term client relationships.
- Company: A growing wealth management firm prioritising client satisfaction and adviser support.
- Benefits: Flexible working options, high-quality leads, and ongoing professional development.
- Other info: Enjoy autonomy with excellent infrastructure and marketing support.
- Why this job: Join a supportive team and take your financial planning career to new heights.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and experience in a regulated environment.
The predicted salary is between 30000 - 40000 £ per year.
A growing and well-established wealth management firm is seeking experienced and qualified Independent Financial Advisers (IFAs) across the West Midlands, including Leamington Spa, to join their client-first advisory team. This opportunity offers the flexibility to work remotely, from an office, or in a hybrid model – giving you total control over how and where you work.
As part of a business that puts clients at the centre of everything it does, you’ll be supported by a full Paraplanning team, dedicated admin support, and ongoing lead generation to help you grow and manage your client portfolio efficiently and compliantly.
- High-quality leads provided – warm leads through digital marketing and referrals
- Technology-driven advice process – using XPlan CRM and Microsoft Teams
- Ongoing CPD and compliance support – stay ahead with professional development
- Marketing support – including branded digital assets and consultative planning
Deliver regulated financial advice across pensions, investments, protection, and retirement planning. Work with a mixed client bank and actively grow your client portfolio through warm leads and networking. Build long-term client relationships using a structured Six-Stage Advice Process. Conduct remote or face-to-face financial planning meetings with individual and corporate clients. Stay informed on financial legislation, market trends, and tax planning opportunities. Create tailored financial reports with assistance from the in-house paraplanning team. Comply with FCA regulations and maintain accurate client and performance records.
Requirements:
- Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent)
- Experience as a Financial Adviser or Wealth Manager in a regulated environment
- Confident using virtual platforms (e.g. Microsoft Teams) and CRM systems like XPlan
- Self-motivated, organised, and driven to develop your client bank
This role is ideal for an experienced IFA looking to reduce admin and focus on client outcomes, a self-employed Financial Adviser seeking better support and lead flow, or a Financial Planner who values autonomy with professional infrastructure.
Ready to take your Financial Planning career to the next level – with the freedom and support to match? Apply now and start building your future with a firm that truly backs its Advisers.
Financial Planning Administrator - Hybrid Remote in Paisley employer: Ortus Psr
Join a dynamic wealth management firm that prioritises client satisfaction and offers unparalleled support for Independent Financial Advisers. With the flexibility to work remotely or in a hybrid model, you will benefit from high-quality lead generation, comprehensive paraplanning, and administrative assistance, allowing you to focus on what you do best – advising clients. Located in the vibrant West Midlands, this role not only provides competitive earnings potential but also fosters a culture of continuous professional development and innovation.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator - Hybrid Remote in Paisley
✨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 Financial Planning Administrator - Hybrid Remote in Paisley
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.
