Financial Adviser - Ortus PSR : Job Details

Join Our Ambitious Growth Journey as an Employed Financial Adviser

Are you ready to elevate your career with a thriving, independent Chartered Financial Practice in Yorkshire? The team have been serving their local community for over 20 years, managing £300 million in assets. Following a recent restructuring, they are embarking on an ambitious growth strategy over the next 5 years and we want you to be part of our success story.

As a Financial Adviser you will tasked with growing an existing client bank, you’ll play a key role in driving our growth strategy. You will be working from home with the requirement to go in the office for 1/2 a day once a month, the firm has built a strucutre of support so you can focus on meeting clients and building relaiotnhsips. 

Why Join Us?

• Be part of a dynamic team: The team believe in diversity and supporting each other and there is a genuine desire from the management team to develop their staff and enrich their lives
• Flexible working environment: Enjoy a hybrid role with no mandated office days—balance office time, client meetings, and working from home.
• Support for your growth: Whether you’re already Chartered or working towards it, we’re here to support your professional development.
• Exceptional earning potential: Total compensation potential of £60,000–£70,000 per year based on targets being hit.

About the Role

• Building and nurturing client relationships through exceptional service and trust-building.
• Converting leads from professional introducers and online enquires (64% conversion rate)
• Generating referrals by networking with accountants, solicitors, and other professionals.
• Providing expert financial advice tailored to individual client needs.
• Combining new client acquisition with managing existing client portfolios.
• Receive 1-2-1 support from a qualified Paraplanner so you can fucus on budling relationship with existing and new customers

What We’re Looking For

• Proven financial advisory experience, with strong consultancy sales and relationship-building skills.
• A commitment to achieving Chartered status (or already Chartered).
• A passion for delivering exceptional client outcomes and driving new business growth.

Why We’re Different

We’re not just hiring employees—we’re looking for partners who share our vision. We’re committed to fostering a supportive, collaborative, and inclusive environment where you can thrive.

Next Steps

Ready to take the next step in your career with a forward-thinking, community-focused firm? Apply today and be part of our ambitious journey.

If you have any questions, don’t hesitate to get in touch. We’re excited to hear from you!