Financial Adviser

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

Job summary

A leading UK wealth-management firm is looking for an experienced Independent Financial Adviser to provide client-centric financial advice. This remote role offers an existing client base from a retiring adviser, along with leads from their established business. You will be responsible for conducting client discovery, offering ongoing advice, and developing strategies for long-term financial independence.

Benefits

Company car allowance

Access to an active client portfolio

Qualifications

• Proven experience as an Independent Financial Adviser.
• Ability to work with diverse clients.
• Strong understanding of financial products and regulations.

Responsibilities

• Conduct comprehensive fact-finds to understand client needs.
• Maintain long-term relationships through regular reviews.
• Proactively build and grow your client portfolio.

Skills

Client relationship management

Financial planning

Holistic advice

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...