At a Glance
- Tasks: Provide tailored financial advice and build lasting relationships with clients.
- Company: Join a respected financial services organisation with over 110 years of heritage.
- Benefits: Earn up to £130,000 OTE, enjoy a company car, and benefit from a generous pension scheme.
- Other info: Flexible home-based role with travel across beautiful Surrey and Sussex.
- Why this job: Make a real difference in clients' lives while enjoying uncapped commission potential.
- Qualifications: QCF Level 4 in financial planning and experience in face-to-face financial advice required.
The predicted salary is between 75000 - 75000 £ per year.
We are working with one of the UK's most respected financial services organisations to recruit an experienced Financial Adviser covering the New Forest area. This is a home-based, field role with a warm lead pipeline and a full diary managed by a dedicated local network — so you arrive at every meeting already welcome. Our client is an organisation with over 110 years of heritage and consistently high customer satisfaction scores.
Advisers benefit from technical and administrative support, a strong brand, and an uncapped commission structure with clear and transparent earnings potential. The advisers who perform best here are those who genuinely enjoy spending time with clients — comfortable in a detailed, unhurried conversation that gets to the heart of a customer's financial picture. Many customers in this patch are self-employed, run agricultural or rural businesses, or have complex family and commercial financial arrangements. An adviser who can sit across a kitchen table, listen carefully, and build real trust over time will thrive.
ABOUT THE ROLE
You will provide holistic financial planning advice to a broad range of customers — from everyday investors to high-net-worth individuals — across life insurance, pensions, investments, wealth management, and inheritance tax planning. Advice is given on a face-to-face basis, building long-term trusted relationships with customers at every stage of their financial journey.
- Building and managing strong, long-term customer relationships from warm leads provided by the Agency network
- Conducting thorough fact-finds to assess customers' personal, business, and financial circumstances and provide fully compliant, needs-based advice
Required:
- QCF Level 4 qualification in financial planning (e.g. CII Diploma in Financial Planning / DipPFS or equivalent)
- Valid Statement of Professional Standing (SPS)
- Experience delivering regulated financial advice to UK customers on a face-to-face basis
- Full UK driving licence — regular travel across Surrey and Sussex is essential
COMPENSATION AND BENEFITS
- Competitive basic salary + uncapped commission | OTE £130,000
- Company car scheme or car allowance of £5,500
- Annual bonus up to 5% of salary
- Contributory pension scheme up to 20% (including your 8% contribution)
- 25 days annual leave + bank holidays + buy/sell/save holiday trading scheme
- Life assurance — 4 x salary
- Health and wellbeing cashback plan (dentist, optician, physio)
- Access to voluntary benefits including private medical insurance and dental cover
- £20 monthly gym membership contribution
- 5% discount on a range of insurance policies
Financial Adviser in Southampton employer: Ortus Psr
Join one of the UK's most respected financial services organisations as a Financial Adviser in the picturesque New Forest and Isle of Wight area. With a strong emphasis on employee growth, you will benefit from a warm lead pipeline, comprehensive support, and an uncapped commission structure that rewards your dedication to building long-term client relationships. Enjoy a flexible home-based role with competitive compensation, generous pension contributions, and a vibrant work culture that prioritises your well-being and professional development.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Southampton
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend local events, join online forums, and don’t be shy about reaching out to potential clients or colleagues on LinkedIn. The more connections you make, the better your chances of landing that dream role.
✨Tip Number 2
Practice your pitch! You never know when an opportunity might pop up, so be ready to explain who you are and what you do in a clear and engaging way. Tailor your message to highlight your experience in financial planning and your passion for helping clients achieve their goals.
✨Tip Number 3
Leverage warm leads! Since this role comes with a warm lead pipeline, make sure you’re prepared to build relationships quickly. Show genuine interest in your clients’ needs and take the time to listen. This will help you establish trust and rapport, which is key in financial advising.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got all the resources you need to make your application stand out. Plus, it’s a great way to show your enthusiasm for the role and the company. Let’s get you on the path to success!
We think you need these skills to ace Financial Adviser in Southampton
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Financial Adviser role. Highlight your qualifications, especially your QCF Level 4, and any relevant experience in financial planning to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Share your passion for building long-term relationships with clients and how you can provide tailored financial advice. We love seeing genuine enthusiasm for the role.
Showcase Your Client Interaction Skills:Since this role is all about face-to-face interactions, give examples of how you've successfully built trust with clients in the past. We want to see how you can connect on a personal level and understand their financial needs.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join 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 life insurance, pensions, and wealth management. Be ready to discuss how you would approach different client scenarios, as this will show your expertise and confidence.
✨Build Rapport
Since this role is all about building long-term relationships, practice your conversational skills. Think about how you can make clients feel comfortable and valued during your interview. A friendly, approachable attitude goes a long way!
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully built trust with clients or navigated complex financial situations. This will demonstrate your ability to handle the responsibilities of the role effectively.
✨Ask Insightful Questions
Come prepared with questions that show your interest in the company and the role. Ask about their approach to client relationships or how they support advisers in their development. This not only shows your enthusiasm but also helps you gauge if it's the right fit for you.
