Financial Adviser - Ortus PSR : Job Details

Financial Adviser – Boutique IFA Firm

An Exclusive Opportunity to Build a Career with a High-Calibre Boutique Wealth Management Firm. A prestigious, employee-owned Independent Financial Planning firm is looking for an ambitious Financial Adviser to join its expanding team. This is a unique opportunity for an adviser who values quality over volume, working with high-net-worth clients (HNW) in a firm that prioritises long-term relationships, strategic financial planning, and professional development.

Salary: Up to £70,000

Why Join This Firm?

Work with High-Net-Worth Clients – The firm’s client base consists of business owners, professionals, and HNW individuals, with an average Assets Under Management (AUM) exceeding £1 million per client.

Hybrid Working Arrangements – Enjoy the flexibility of a hybrid working model, allowing you to work both from the office and remotely while maintaining a strong connection with clients and the team.

Mentorship & Career Growth – Benefit from one-on-one mentorship from a Senior Adviser, guiding you in developing your client portfolio and refining your financial planning skills.

Quality Over Volume – This is a relationship-driven advisory role, where your success is measured by client outcomes, not sales targets. The firm focuses on strategic wealth management rather than transactional sales.

Strong Professional Connections & Support – Leverage the firm’s extensive introducer network and collaborate with a team of highly experienced professionals to expand your client base.

Role Responsibilities:

Provide tailored, independent financial advice to HNW clients across investment management, retirement planning, inheritance tax planning, and wealth preservation strategies.

Develop and maintain long-term client relationships, focusing on strategic financial planning rather than high-volume transactions.

Work collaboratively with the team to build strong professional connections and generate high-quality referrals.

Uphold the firm’s values of client-first advice, independence, and long-term thinking.

To be considered:

A motivated and ambitious financial adviser seeking a firm that values quality over quantity.

Someone who enjoys building deep client relationships and working with high-net-worth individuals.

An adviser looking for flexibility with hybrid working options, while still being part of a collaborative team environment.

A professional who wants to be mentored by a Senior Adviser and develop into an industry-leading expert