Financial Adviser

Ortus PSR; Basingstoke; Remote; GBP 45,000 - 65,000; Full time

Job summary

A leading UK wealth-management firm is seeking an experienced Independent Financial Adviser to provide holistic financial advice to clients. The role is remote, with a client portfolio provided from a retiring adviser, allowing the successful candidate to build their referral network effectively. Strong relationship management and planning skills are essential for maintaining long-term client relationships while adhering to changes in legislation and personal goals.

Benefits

Company car allowance

Active client portfolio

Access to established leads

Qualifications

• Diploma-qualified adviser with experience in financial planning.
• Ability to work collaboratively with clients and understand their needs.
• Experience in trust work is advantageous.

Responsibilities

• Conduct comprehensive financial fact-finds.
• Develop tailored financial strategies for clients.
• Maintain long-term client relationships through regular reviews.

Skills

Client relationship management

Financial planning

Communication skills

Education

Diploma in financial advice

Job description

Independent Financial Adviser / Financial Planner (Remote) - Company Car Allowance & Active Client Portfolio to build A leading UK wealth-management firm is seeking an experienced Independent Financial Adviser to join its growing team. This role suits a diploma-qualified adviser who enjoys working with diverse clients and wants to provide truly holistic, client-centric advice. The adviser will work remotely, with access to regional offices for collaboration and client meetings when required.

From day one, you’ll be provided with an existing client base from a retiring adviser, giving you a strong foundation to build your referral network. You’ll also have access to leads generated through their established online business, and the opportunity to be involved in trust work alongside their in-house legal team.

Key Responsibilities

Client Discovery & Planning : Conduct comprehensive fact-finds to understand each client’s current and future financial objectives. Develop clear, tailored strategies that guide clients toward long-term financial independence.

Ongoing Advice & Reviews : Maintain long-term relationships by regularly reviewing clients’ financial circumstances, updating plans in line with changes to legislation, products and personal goals.

Business Development : Proactively build and grow...