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- Tasks: Help clients achieve their financial goals with a values-driven approach.
- Company: Mission-driven financial services firm with a focus on client-first solutions.
- Benefits: Competitive salary up to £65,000, remote work, and equity opportunities.
- Why this job: Make a real difference in clients' lives while enjoying flexibility and growth.
- Qualifications: Experience in financial planning and a passion for client success.
- Other info: Join a supportive team that values innovation and collaboration.
The predicted salary is between 39000 - 65000 £ per year.
A financial services firm is seeking a Financial Planner to join their team in Swindon. This role offers flexibility with hybrid and remote working options. You will work with a fixed-fee model, putting clients first while enjoying a competitive salary up to £65,000 and on-target earnings reaching £100,000.
The firm encourages innovation in growing your client base and offers opportunities for equity through growth shares to those who contribute significantly. Join a mission-driven team without the traditional barriers.
Values-Driven Financial Planner | Fixed-Fee Advisory Remote in Swindon employer: Ortus Psr
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Values-Driven Financial Planner | Fixed-Fee Advisory Remote in Swindon
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry 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 the firm.
✨Tip Number 2
Prepare for those interviews by researching the company culture and values. Since this role is all about putting clients first, think of examples from your past that showcase your client-centric approach and how you can contribute to their mission.
✨Tip Number 3
Don’t just wait for job postings! Be proactive and reach out directly to the firm through our website. Express your interest in the Financial Planner role and share how your skills align with their values-driven approach.
✨Tip Number 4
Showcase your innovation! Think of creative ways to grow a client base and be ready to discuss these ideas during interviews. The firm values fresh perspectives, so don’t hold back on sharing your vision for success.
We think you need these skills to ace Values-Driven Financial Planner | Fixed-Fee Advisory Remote in Swindon
Some tips for your application 🫡
Show Your Passion for Client-Centric Work: When writing your application, make sure to highlight your commitment to putting clients first. We love candidates who can demonstrate how they've prioritised client needs in their previous roles.
Be Clear About Your Financial Planning Experience: Detail your experience in financial planning, especially in a fixed-fee model. We want to see how your background aligns with our values-driven approach, so don’t hold back on the specifics!
Emphasise Innovation and Growth: We’re all about innovation! Share any creative strategies you've used to grow your client base or improve services. This shows us you’re ready to contribute to our mission-driven team.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to see your enthusiasm and fit for the role!
How to prepare for a job interview at Ortus Psr
✨Know Your Values
Before the interview, take some time to reflect on your own values and how they align with the firm's mission. Be ready to discuss specific examples of how you've put clients first in your previous roles, as this will show that you truly understand the importance of a values-driven approach.
✨Showcase Your Financial Expertise
Brush up on your financial planning knowledge, especially around fixed-fee models. Be prepared to discuss your strategies for growing a client base and how you can innovate within the role. This will demonstrate your readiness to contribute to the firm's success.
✨Prepare Questions
Think of insightful questions to ask during the interview. Inquire about the firm's approach to client relationships and how they support their planners in achieving their goals. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
✨Emphasise Flexibility and Remote Work Skills
Since this role offers hybrid and remote working options, highlight your experience with remote collaboration tools and your ability to manage your time effectively. Share examples of how you've successfully worked in flexible environments to reassure them of your adaptability.
