FInancial Adviser NEW

Launceston, Cornwall
Ortus Psr

Independent Financial Adviser Launceston, Cornwall Up to £75,000 + £5,000 Car Allowance

employed Home/remote-based with office access

Are you an experienced Independent Financial Adviser looking for the backing to build a genuinely long-term client bank, without the overheads of running your own practice?

Our client is a progressive, client-focused, financial planning-led wealth management firm with over 30 years in the industry and a nationwide network of 200+ accredited advisers. As they continue to grow, they’re looking for an experienced adviser to join them in Launceston, Cornwall, as a self-employed or employed IFA.

You’ll take ownership of your clients’ current and future financial goals, building clear, easy-to-understand strategies that guide them towards financial independence, backed by full in-house support so you can focus on what you do best.

This is a home-based/remote role with access to office locations if preferred, and an expectation to attend face-to-face client meetings.

The Role

• Follow a structured six-stage advice process to build long-term client relationships and deliver excellent outcomes
• Review and respond to clients’ changing needs and circumstances, keeping introducers and clients informed of new products or legislative changes affecting their pensions, savings, investments and financial plans
• Acquire and develop new business from new and existing clients and professional introducers, through personal business planning, referrals and the company’s lead generation programme
• Make full use of marketing opportunities, including social media and networking with introducers and other professionals, to develop new business
• Build and maintain strong client and introducer relationships through meetings, seminars and ongoing feedback to the team
• Arrange meetings with corporate and individual clients – in-office, at clients’ homes or business premises, or virtually via Microsoft Teams
• Conduct in-depth reviews of clients’ financial circumstances, current provision and future objectives, researching and preparing financial planning reports tailored to individual client needs across all advice areas
• Deliver accurate management information as required

What We’re Looking For

• Diploma in Regulated Financial Planning (or FCA-approved equivalent), and able to maintain CF30 status in line with FCA regulations
• A clear, client-centric approach, with a well-presented and articulate manner and a genuine commitment to doing right by clients
• Excellent interpersonal skills, approachability and professionalism, comfortable using digital tools to communicate with clients in new and virtual ways
• A track record of attracting new clients and growing a client bank through relationships

What’s On Offer

• Support to build your client base and future practice value
• End-to-end, in-house client journey support – full DIS, admin and paraplanning
• A client-centric proposition and trusted brand reputation, with a strong learning and development culture
• An in-house investment platform for efficient, cost-effective client solutions
• Consultative marketing support
• Access to Lead geenraiton tools
• Market-leading back-office and point-of-sale technology
• Full administration support