Talent.com
Ortus Psr
Remote Associate Financial AdviserOrtus Psr • Eastbourne, England
Remote Associate Financial Adviser

Remote Associate Financial Adviser

Ortus Psr • Eastbourne, England
30+ days ago
Job type
  • Full-time
  • Remote
Job description

Associate Financial Adviser - Build Your Future in a Firm That Invests in You

Are you ready to step into the spotlight and begin delivering regulated financial advice—with real clients, real support, and real opportunity?

A forward-thinking, independent financial planning firm is looking for an Associate Financial Adviser to join their Coventry office. This is the ideal next step for a Diploma-qualified professional seeking a clear path to becoming a fully-fledged adviser, with the benefit of an existing client base and a steady flow of qualified leads from an in-house telesales team.

Location: Coventry | Salary: £35,000 - £50,000 + Bonus | Warm Client Portfolio + Qualified Leads | Hybrid Working

What Makes This Role Stand Out

  • Start with substance - Inherit a portfolio of mass affluent clients to build early momentum
  • Lead generation done for you - Dedicated telesales agents will book qualified appointments straight into your diary
  • Structured progression - Work alongside senior advisers and mentors as you build your confidence, skills, and income
  • Hybrid working - Flexibility to balance time between the Coventry office, home, and client meetings
  • Professional development - Ongoing training, supervision, and study support towards Chartered status

What You’ll Get

  • Base salary: £35,000 - £45,000 depending on experience and qualifications
  • Bonus scheme linked to advice activity and client outcomes
  • Existing client bank + active lead generation support
  • Paraplanning and admin support to keep your focus where it matters
  • Full backing for CPD, further qualifications, and long-term career growth
  • Hybrid working with access to modern offices in Coventry

Your Responsibilities

  • Engage with clients virtually and in person to understand their financial goals
  • Deliver holistic, compliant advice across pensions, investments, protection, and retirement planning
  • Follow up on qualified leads and maintain ongoing relationships with your allocated client base
  • Prepare and present financial recommendations under supervision as needed
  • Collaborate with paraplanners and compliance teams to ensure advice quality and governance
  • Stay informed of market developments and regulatory changes to support informed advice delivery

What You’ll Bring

  • Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent)
  • Experience in a paraplanner with client-facing experience, trainee adviser
  • A genuine desire to progress into a client-facing advice role
  • Strong communication and relationship-building skills
Create a job alert for this search

Remote Associate Financial Adviser • Eastbourne, England

Similar jobs

Consultant Solicitor: Remote, Flexible Hours, 75% Billing

Taylor RoseEastbourne, England, GB
Remote
Full-time

A leading law firm in the UK is seeking a Head of Consultant Services to work on a consultancy basis, offering the flexibility to choose clients and work hours.Candidates should have over 4 years P... Show more

 • Promoted

Tax Advisory Manager — Diverse Tax, Mentoring & Growth

Michael PageTunbridge Wells, England, GB
Full-time

Michael Page is seeking an experienced Mixed Tax Advisory Manager in Tunbridge Wells.You will support the Tax Partner by providing expert tax advice across various tax areas and managing a diverse ... Show more

 • Promoted

Co-Founder & Investor (SEIS Eligible) – Remote

inclusive.ioRoyal Tunbridge Wells, England, GB
Remote
Full-time

A tech startup in Tunbridge Wells seeks an Investor / Co-Founder to join their founding team.This role offers a unique opportunity to contribute to a disruptive software platform for Applicant Trac... Show more

 • Promoted

Freelance Recruitment Partner - Remote, Commission-Based

RecXchangeTunbridge Wells, England, United Kingdom
Remote
Full-time

A global recruiting platform is seeking a Recruitment Partner to work flexibly and independently.You will manage high-quality candidates, access real client roles, and collaborate with other recrui... Show more

 • Promoted

Senior In-House Counsel & Strategic Advisor

Hastings DirectBexhill-on-Sea, England, GB
Full-time

Hastings Direct seeks a Senior In-House Lawyer based in the UK, hybrid role in Bexhill.You will be a trusted advisor across a broad range of commercial, regulatory and risk matters, leading the Leg... Show more

 • Promoted

Senior Residential Property Solicitor

JMC Legal RecruitmentTunbridge Wells, England, GB
Full-time

Senior Residential Property Solicitor (Senior Associate) | Tunbridge Wells, Kent | Hybrid.Some residential property roles are about volume.This one is about quality, leadership and building your re... Show more

 • Promoted

Private Client Partner

JMC Legal RecruitmentTunbridge Wells, England, GB
Full-time

Tier 1-Ranked Private Client Practice at a Top 200 Regional Firm.A long-established and highly regarded regional law firm, currently seeking an accomplished Private Client Partner (or a Senior Asso... Show more

 • Promoted

Senior Recruitment Consultant - Investment Banking

Oaklands Global Financial Services RecruitmentRoyal Tunbridge Wells, England, GB
Full-time

Oaklands Global is a dynamic and ambitious executive search and recruitment consultancy, specialising in both contingent and retained recruitment solutions for a diverse portfolio of industry-leadi... Show more

 • Promoted

Trust Manager (Remote) - £40,000 - £60,000 A Year

TN RecruitsBorough Of Tunbridge Wells, United Kingdom Of Great Britain And Northern Ireland, UK
Remote
Full-time

Experienced Trust Manager role offering ownership and career progression.Manages trust portfolios, client relations, and compliance.Offers competitive salary, bonus, and flexible hybrid working. Show more

 • Promoted

Sales Enablement & Growth Partner — Remote

INFINITY GROUP HOLDINGS LIMITEDRoyal Tunbridge Wells, England, GB
Remote
Full-time

Infinity Group is hiring a Sales Business Partner.Based in the UK with hybrid working between Tunbridge Wells and London, you will partner with the Sales Director to translate strategy into practic... Show more

 • Promoted

Audit Semi Senior: Flexible Hours & ACCA/ACA Study Support

TPF RecruitmentWealden, England, GB
Full-time

A leading accountancy firm based in Wealden is seeking an Audit Semi Senior to join their team, offering increasing responsibilities and exposure to varied clients.The ideal candidate should have a... Show more

 • Promoted

Strategic Health Benefits Client Director

AXA UKRoyal Tunbridge Wells, England, GB
Full-time

AXA UK is seeking an experienced Client Director to proactively manage a portfolio of corporate clients with health-related products and services, including Private Medical Insurance and Health and... Show more

 • Promoted

Recruitment Partner (Freelance / Remote)

RecXchangeBexhill-on-Sea, England, United Kingdom
Remote
Full-time

Recruitment Partner (Freelance / Remote).Independent / Flexible / Commission-Based.RecXchange is a global recruiter operating system designed for experienced recruiters and ambitious professionals ... Show more

 • Promoted

Part-Time Associate Dentist — Flexible UDA & Private Potential

Zest Business GroupRother, England, United Kingdom
Part-time +1

Associate Dentist Jobs in Bexhill-on-Sea, East Sussex.Established patient list, flexible UDA allocation, relaxed practice environment and good private potential.Part‑time position – Three days per ... Show more

 • Promoted

Private Client Solicitor: Wills, LPAs & Probate Expert

G2 Legal LimitedWealden, England, GB
Full-time

A prestigious legal firm in Uckfield is seeking an experienced Private Client Solicitor to manage a diverse caseload of private client matters, including Wills, LPAs, and Probate.The ideal candidat... Show more

 • Promoted

Private Client Solicitor – Flexible Hybrid Role (4+ PQE)

JMC Legal RecruitmentWealden, England, GB
Full-time

JMC Legal Recruitment is seeking an experienced Private Client Solicitor (4+ PQE) in Uckfield, East Sussex.The successful candidate will manage a rewarding caseload involving wills, trusts, probate... Show more

 • Promoted

Remote Solicitor Consultant Earn Up to 75% Billing

Taylor RoseRoyal Tunbridge Wells, England, GB
Remote
Full-time

A leading law firm in the UK is seeking experienced legal professionals for the role of Head of Consultant Services.Candidates can work on a consultancy basis with the potential to earn up to 75% o... Show more

 • Promoted

Senior Accounts Advisor - Client Focus & Mentoring

XeinadinEastbourne, England, GB
Full-time

Xeinadin is seeking an Accounts Senior in Eastbourne to provide high-quality accounting and advisory services.The ideal candidate will manage client accounts, ensuring accuracy and compliance in al... Show more

 • Promoted

Remote Freelance Recruitment Partner | Build Your Own Desk

RecXchangeBexhill-on-Sea, England, United Kingdom
Remote
Full-time

A global recruitment platform seeks an experienced Recruitment Partner to work independently, source candidates, and earn high commissions from placements.This flexible role allows you to choose yo... Show more

 • Promoted

Private Client/Senior Manager

Charter TaxGoudhurst, England, GB
Full-time

Managing a portfolio of trusts and tax compliance clients.Preparing trust accounts, trust self‑assessment tax returns, R185s, IHT returns, estate tax returns, and personal tax returns.Providing ad‑... Show more