Financial Adviser - Ortus PSR : Job Details

Financial Planner | Work from Home | Up to £80,000 (D.O.E) + Uncapped Bonus

Expert Advice. Personal Service. An existing client base to develop.

Are you an experienced Financial Planner looking for a role that gives you the freedom to focus on what truly matters—your clients? Join a firm that puts people first, offering the support, flexibility, and earning potential you need to thrive.

This is a unique work-from-home opportunity with an existing client base, full administrative and paraplanning support, allowing you to dedicate your time to building and managing client relationships. With a strong lead-generation system in place, a highly regarded brand, and a commitment to long-term financial planning, this is your chance to take your career to new heights.

Why Choose this firm?

Work from Home – Enjoy full flexibility while receiving outstanding back-office support.

Lucrative Earnings – Competitive basic salary up to £80,000, with most advisers earning circa £140,000 and top performers exceeding £200,000.

Full Administrative & Paraplanning Support – So you can focus on advising, not paperwork.

A Strong Pipeline of Clients – Benefit from high-quality leads and referrals.

Client-Centric Approach – No hard sales targets—success is measured by the relationships you build.

Your Role

Provide holistic financial advice to a portfolio of HNW clients.

Work closely with paraplanners and administrators to ensure seamless client service.

Utilise the firm’s market-leading tools and research to provide well-informed financial plans.

Maintain strong client relationships while developing new business opportunities.

Ready for a role that rewards your expertise and supports your success? Apply today and take your career forward with a firm that believes in partnership, professionalism, and putting clients first.

What We’re Looking For

Experienced Wealth Manager / IFA, confident in advising  clients.

Diploma Level 4 qualified (CII, CISI, or equivalent)—Chartered status is a plus.

A proven track record of managing and growing a book of clients.

Strong technical knowledge across investments, pensions, tax planning, and estate planning.

A client-first approach, delivering bespoke financial solutions with trust and integrity.