Financial Adviser - Ortus PSR : Job Details

Exciting Opportunity for a Financial Adviser in Bristol – Join a Boutique IFA Firm!

An ambitious and motivated Financial Adviser is sought by a boutique Independent Financial Advisory firm in Bristol. This is a unique opportunity for an adviser who is eager to build their own client bank, expand their network, and progress toward Chartered status in a supportive and dynamic environment.

Salary: £60,000 - £80,000 (plus bonuses and incentives)The Firm

This boutique IFA firm is known for delivering bespoke financial solutions and nurturing long-term client relationships. With a strong focus on growth and professional development, the firm provides advisers with the tools, resources, and autonomy needed to succeed.

Key benefits of joining the team include:

• A Growth-Focused Culture: Perfect for advisers who thrive on building client networks and driving new business opportunities.
• Pathway to Chartered Status: Comprehensive support is provided to help team members achieve their professional goals.
• Boutique Environment: A collaborative, flexible, and personalized working culture where individual contributions are highly valued.
• Resources for Success: Marketing support, paraplanning services, and proven lead-generation strategies allow advisers to focus on delivering exceptional advice.

The firm is looking for a proactive and driven Financial Adviser who is passionate about providing tailored financial solutions and developing lasting client relationships.

Key requirements:

• Holds a Level 4 Diploma in Financial Planning (essential).
• Demonstrates a strong desire to build a client base through networking, prospecting, and referrals.
• Has an ambition to achieve Chartered status and progress professionally.
• Excels in delivering a client-first approach with exceptional interpersonal skills.

• Competitive Salary: £60,000 - £80,000, depending on experience.
• Generous Bonuses: A performance-based structure designed to reward success.
• Professional Development Support: Full financial and practical assistance to achieve Chartered status.
• Flexible Working: Options for office-based and remote work to suit individual preferences.
• Supportive Team Culture: A close-knit team environment where achievements are celebrated.

• Build and manage a personal portfolio of clients, offering holistic financial advice tailored to individual needs.
• Actively seek new business opportunities through networking, events, and referrals.
• Stay updated on market trends and regulatory developments to maintain expertise.
• Collaborate with the paraplanning and administration teams to deliver seamless client service.

This role is ideal for a Financial Adviser who is looking to accelerate their career and take control of their future in a boutique firm that values ambition and excellence.

To apply, please submit your CV or contact us directly for a confidential discussion about the opportunity.