Financial Adviser - Ortus PSR : Job Details

Financial Adviser - Grow your client bank

A fully independent financial planning practice with over 25 years of experience delivering tailored advice to a diverse client base.

Overall, this position offers a competitive salary, a comprehensive bonus structure, a robust client-acquisition pipeline, and thorough support services within a well-established, independent financial planning environment. The firm’s longstanding reputation, breadth of

Maintains a strong local presence and values long-term relationships, placing an emphasis on personalised service and thorough compliance.

Base Salary: £70,000 – £80,000 starting range + Bonus

Key Responsibilities

Conduct in-depth client consultations to gather accurate financial information and understand clients’ short-term objectives and long-term aspirations.

Provide holistic, independent financial advice on products including pensions, investments, protection, and estate planning.

Create tailored financial plans and recommend suitable investment strategies, considering each client’s risk tolerance, life stage, and financial goals.

Maintain regular contact with clients to review and adjust financial plans as needed, ensuring ongoing suitability and compliance with evolving regulations.

Client & Lead Generation

Existing Client Book: The firm can provide a number of existing clients to incoming advisers.

Marketing and online channels

Referral streams

Wider corporate group partnerships

Opportunities generated by an in-house mortgage business

Client Transition Bonus: Additional incentive for bringing existing clients to the firm.

Support Infrastructure

Paraplanning & Administration: Full back-office support provided, enabling advisers to focus on client relationships and business development.

services, and commitment to personalised, compliant advice create a solid platform for advisers to thrive and build lasting client relationships.

To be considered:

Experienced as a Financial Adviser

An existing client following