Financial Adviser - Ortus PSR : Job Details

Empower Financial Futures – Join Us as a Financial Adviser in Grimsby!"

Are you a Diploma-qualified, Financial Adviser seeking an exciting new opportunity? Join our clients team, one of the region’s largest independent advisory firms with a heritage dating back to 1935, where your skills and dedication will help shape the financial futures of high-net-worth clients. Based at our Grimsby Head Office the team offer a supportive environment, flexible working arrangements, and the resources you need to thrive.

Why Choose Us?

Support You Can Rely On: Dedicated admin and paraplanning teams, in-house compliance, and pre-qualified leads provided.

Flexibility: Hybrid working options and a flexible approach to accommodate your needs.

Attractive Rewards: A competitive base salary, achievable bonuses, and access to a tax-free Employee Ownership Trust (EOT) bonus.

Sustainability Focused: Electric car scheme available, with mileage and parking fully paid.

The Role

Full-Time Adviser: Work with a varied portfolio of clients, providing tailored financial planning and investment advice.

Growth Opportunities: Leverage our lead generation system and build long-term client relationships.

Collaborative Support: Partner with internal teams to deliver holistic solutions for clients.

Flexible Base: Operate primarily from our Grimsby Head Office with hybrid options to suit your lifestyle.

What’s on Offer?

Salary Package:

£45,000 base salary.

25% KPI bonus (achievable, designed to reward your hard work).

£3,600 tax-free EOT bonus.

Full package valued at approximately £60,000 annually.

Additional Benefits:

Pension contributions.

Professional development opportunities.

Generous holiday allowance.

Full reimbursement of professional memberships.

What We’re Looking For

Qualifications: Diploma in Financial Planning (or equivalent).

Experience: Current CAS status with a proven track record in advising.

Essential: Full, clean driving licence and access to your own vehicle.

Take Your Career to New Heights

Ready to join a team that values your expertise and provides the support you need to excel? Apply now to become part of a thriving, people-focused organisation that prioritises your success.