Financial Adviser

Ortus PSR; Bedford; Remote; GBP 60,000 - 80,000; Full time

Job summary

A leading UK wealth-management firm is seeking an experienced Independent Financial Adviser to work remotely. The ideal candidate will enjoy helping diverse clients with their financial planning and building a referral network. Responsibilities include conducting client fact-finds and maintaining long-term relationships, supported by an existing client base. Competitive compensation and a company car allowance are included.

Benefits

Company car allowance

Active client portfolio to build

Access to leads from established online business

Qualifications

• Experience with diverse clients and providing holistic advice.
• Ability to build long-term relationships with clients.
• Proven business development skills.

Responsibilities

• Conduct comprehensive client fact-finds.
• Regularly review clients’ financial circumstances.
• Proactively grow referral networks.

Skills

Client discovery

Financial planning

Business development

Education

Diploma in Financial Advising

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...