Financial Adviser

Ortus PSR; Bristol; 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 work remotely while managing an existing client portfolio. The role involves conducting financial planning, maintaining long-term client relationships, and business development. Ideal candidates will have a diploma in financial advice and a passion for providing client-centric financial solutions.

Benefits

Company car allowance

Access to leads from established online business

Qualifications

• Experience as a financial adviser with a diploma qualification.
• Strong ability to build and maintain client relationships.
• Proficiency in developing tailored financial strategies.

Responsibilities

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

Skills

Client relationship management

Financial planning

Business development

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...