Remote Independent Financial Adviser - Build Client Wealth

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

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.