At a Glance
- Tasks: Engage with clients, deliver financial advice, and build relationships.
- Company: Forward-thinking financial planning firm with a supportive culture.
- Benefits: Competitive salary, bonus scheme, hybrid working, and professional development.
- Other info: Structured progression and ongoing training towards Chartered status.
- Why this job: Kickstart your career with real clients and dedicated support to grow.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and client-facing experience.
The predicted salary is between 35000 - 50000 £ per year.
Build Your Future in a Firm That Invests in You
Are you ready to step into the spotlight and begin delivering regulated financial advice—with real clients, real support, and real opportunity? A forward-thinking, independent financial planning firm is looking for an Associate Financial Adviser to join their Coventry office. This is the ideal next step for a Diploma-qualified professional seeking a clear path to becoming a fully-fledged adviser, with the benefit of an existing client base and a steady flow of qualified leads from an in-house telesales team.
Location: Coventry | Salary: £35,000 - £50,000 + Bonus | Warm Client Portfolio + Qualified Leads | Hybrid Working
What Makes This Role Stand Out
- Start with substance - Inherit a portfolio of mass affluent clients to build early momentum
- Lead generation done for you - Dedicated telesales agents will book qualified appointments straight into your diary
- Structured progression - Work alongside senior advisers and mentors as you build your confidence, skills, and income
- Hybrid working - Flexibility to balance time between the Coventry office, home, and client meetings
- Professional development - Ongoing training, supervision, and study support towards Chartered status
What You’ll Get
- Base salary: £35,000 - £45,000 depending on experience and qualifications
- Bonus scheme linked to advice activity and client outcomes
- Existing client bank + active lead generation support
- Paraplanning and admin support to keep your focus where it matters
- Full backing for CPD, further qualifications, and long-term career growth
- Hybrid working with access to modern offices in Coventry
Your Responsibilities
- Engage with clients virtually and in person to understand their financial goals
- Deliver holistic, compliant advice across pensions, investments, protection, and retirement planning
- Follow up on qualified leads and maintain ongoing relationships with your allocated client base
- Prepare and present financial recommendations under supervision as needed
- Collaborate with paraplanners and compliance teams to ensure advice quality and governance
- Stay informed of market developments and regulatory changes to support informed advice delivery
What You’ll Bring
- Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent)
- Experience in a paraplanner with client-facing experience, trainee adviser
- A genuine desire to progress into a client-facing advice role
- Strong communication and relationship-building skills
Remote Associate Financial Adviser in Plymouth 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 Remote Associate Financial Adviser in Plymouth
✨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’s hiring.
✨Tip Number 2
Practice your pitch! When you get the chance to chat with potential employers, be ready to showcase your skills and experience confidently. Tailor your conversation to highlight how you can add value to their team as an Associate Financial Adviser.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Use this opportunity to reiterate your enthusiasm for the role and remind them why you’re the perfect fit.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job, and applying directly can sometimes give you an edge over other candidates. Let’s get you started on this exciting journey!
We think you need these skills to ace Remote Associate Financial Adviser in Plymouth
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Associate Financial Adviser role. Highlight your Diploma in Regulated Financial Planning and any relevant client-facing experience to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Share your passion for financial advice and how you envision growing with us at StudySmarter. Be genuine and let your personality come through.
Showcase Your Communication Skills:As an Associate Financial Adviser, strong communication is key. Use clear and concise language in your application to demonstrate your ability to engage with clients effectively. We want to see how you can build relationships!
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of success. It’s the easiest way for us to receive your application and get you on the path to joining our team!
How to prepare for a job interview at Ortus Psr
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around pensions, investments, and retirement planning. Being able to discuss these topics confidently will show that you're ready to engage with clients and provide valuable advice.
✨Showcase Your Communication Skills
Since this role involves engaging with clients both virtually and in person, practice articulating your thoughts clearly. Consider doing mock interviews with friends or family to refine your ability to explain complex financial concepts in simple terms.
✨Demonstrate Your Desire to Learn
This firm values professional development, so be prepared to discuss how you plan to grow in your career. Share specific examples of how you've pursued further qualifications or training in the past, and express your enthusiasm for ongoing learning.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's approach to client relationships and their support for your progression. This shows you're genuinely interested in the role and eager to understand how you can contribute.
