Remote Financial Advisor: Established Clients, Growth Path

Ortus PSR Ltd.; Remote; GBP 75,000; Full time

Job summary

A leading wealth management firm in the UK is seeking an ambitious Financial Adviser to deliver holistic financial planning and manage an established client base fully remotely. The role offers a salary of up to £75,000 in the first year, a quarterly bonus, and a full support package without the need for cold prospecting. Ideal candidates will be Diploma-qualified with over 2 years of experience. This is an excellent opportunity for those wanting to grow their career in a stable environment.

Benefits

Quarterly bonus

Car allowance

5% employer pension contribution

Annual profit share

25 days holiday plus Christmas shutdown

Life cover and full benefits package

Professional development support

Qualifications

• 2+ years’ experience in delivering financial advice.
• Strong communicator comfortable with virtual client meetings.
• Ambitious, client-focused, and looking for long-term career progression.

Responsibilities

• Deliver holistic financial planning to private clients.
• Conduct client reviews primarily via Teams or phone.
• Identify planning opportunities across pensions, investments, IHT and later-life planning.

Skills

Strong communication skills

Holistic financial planning

Client relationship management

Education

Diploma-qualified Financial Adviser (CAS preferred)

Job description

A leading wealth management firm in the UK is seeking an ambitious Financial Adviser to deliver holistic financial planning and manage an established client base fully remotely. The role offers a salary of up to £75,000 in the first year, a quarterly bonus, and a full support package without the need for cold prospecting. Ideal candidates will be Diploma-qualified with over 2 years of experience. This is an excellent opportunity for those wanting to grow their career in a stable environment.