At a Glance
- Tasks: Help clients achieve financial independence with tailored strategies and ongoing support.
- Company: Join a leading independent wealth management firm with a client-first culture.
- Benefits: Enjoy remote flexibility, in-house support, and continuous learning opportunities.
- Other info: Collaborative environment with cutting-edge tech to streamline your work.
- Why this job: Make a real difference in clients' lives while enjoying work-life balance.
- Qualifications: Diploma in Regulated Financial Planning and strong interpersonal skills required.
The predicted salary is between 50000 - 60000 £ per year.
Shape Your Future in Financial Advice – Join a Leading Independent Wealth Management Firm
Are you a client-first Financial Adviser seeking the stability of an employed role with the freedom to work flexibly? This is your opportunity to join a progressive, planning-led wealth management firm as an Employed Independent Financial Adviser, with the flexibility to work remotely or from one of their nationwide office locations. This firm is renowned for its client-centric culture, strong values, and robust support infrastructure – allowing advisers to focus on delivering life-changing financial outcomes without the distractions of running a business solo.
Why Join This Wealth Management Firm?
- Remote-first flexibility with access to office space if preferred
- End-to-end in-house support – including Paraplanning, Admin, DIS, and Compliance
- A client-first advice proposition grounded in integrity and trust
- Consultative marketing and lead generation to support new business development
- A collaborative culture with continuous learning and development opportunities
- Cutting-edge tech including the XPlan POS system to streamline advice delivery
Role Overview – Employed Independent Financial Adviser
In this role, you'll work closely with clients to understand their financial goals, create clear, tailored strategies, and guide them on their journey to financial independence. While the role is home-based, there is an expectation to attend face-to-face client meetings where required, ensuring meaningful relationships are built and maintained.
Key Responsibilities
- Deliver holistic financial planning using the Six-Stage Advice Process
- Regularly review clients’ circumstances and adapt plans accordingly
- Stay up to date with financial products, legislation, and market trends
- Develop new client relationships through referrals, business planning, and marketing initiatives
- Build strong connections with introducers and centres of influence
- Conduct thorough fact-finding and prepare compliant, bespoke financial reports
- Maintain accurate and timely management information
What You'll Need to Succeed
- Diploma in Regulated Financial Planning (DipPFS) or equivalent recognised by the FCA
- Active CF30 status or the ability to obtain it
- A demonstrable client-centric approach and commitment to doing the right thing
- Strong interpersonal skills and professional communication
- Confidence in using technology and delivering advice in both digital and face-to-face settings
- Experience in growing and managing a client bank
Remote Financial Advisor in Surrey employer: Ortus Psr
Join a leading independent wealth management firm that prioritises a client-first culture and offers the flexibility of remote work alongside robust in-house support. With a commitment to continuous learning and development, this firm empowers its advisers to focus on delivering exceptional financial outcomes while enjoying a collaborative work environment and access to cutting-edge technology.
StudySmarter Expert Advice🤫
We think this is how you could land Remote Financial Advisor in Surrey
✨Tip Number 1
Network like a pro! Reach out to your connections and let them know you're on the hunt for a role as a Financial Adviser. You never know who might have a lead or can introduce you to someone in the industry.
✨Tip Number 2
Get your online presence sorted! Make sure your LinkedIn profile is up-to-date and showcases your skills and experience. Engage with relevant content and connect with professionals in wealth management to increase your visibility.
✨Tip Number 3
Practice your pitch! Be ready to explain how your client-centric approach and financial expertise can benefit potential employers. Tailor your message to highlight how you align with their values and culture.
✨Tip Number 4
Apply through our website! We make it easy for you to find and apply for roles that suit your skills. Plus, it shows you're serious about joining our team and helps us get to know you better.
We think you need these skills to ace Remote Financial Advisor in Surrey
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the role of a Financial Adviser. Highlight your client-centric approach and any relevant qualifications, like your Diploma in Regulated Financial Planning.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're passionate about financial advice and how you can contribute to our client-first culture. Share specific examples of how you've helped clients achieve their financial goals.
Showcase Your Interpersonal Skills:In your application, emphasise your strong communication skills and ability to build relationships. We want to see how you connect with clients and colleagues, both digitally and face-to-face.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. This way, we can easily track your application and get back to you quicker!
How to prepare for a job interview at Ortus Psr
✨Know Your Stuff
Make sure you brush up on the latest financial products, legislation, and market trends. This role is all about delivering tailored strategies, so being well-informed will show your commitment to providing top-notch advice.
✨Showcase Your Client-Centric Approach
Prepare examples that highlight your client-first mindset. Think of times when you've gone above and beyond for clients or adapted your strategies based on their needs. This will resonate well with the firm's values.
✨Practice Your Interpersonal Skills
Since this role involves building strong relationships, practice your communication skills. Conduct mock interviews with friends or family, focusing on how you convey complex financial concepts in a relatable way.
✨Familiarise Yourself with Technology
Get comfortable with tools like the XPlan POS system mentioned in the job description. If you can demonstrate your tech-savviness during the interview, it’ll show you're ready to hit the ground running in a remote setting.
