Independent Financial Adviser - Ortus PSR : Job Details

Financial Advisers – Take Control of Your Future with a Leading IFA Firm

Are you ready to embrace self-employment but worried about the challenges of going it alone? Join our growing IFA firm, managing £2.5 billion AUM, and receive unparalleled support as you transition into building your own successful business. The team has a successful track record of helping Adviser transition across from employed roles and then onboard clients after their 12-month covenants have finished. If you're working for a national IFA firm or Wealth Management team at a bank and want to take control over your earnings and how your clients are looked after, then this could be the opportunity for you. 

Why Join Us?

• 50/50 Split: Enjoy a generous 50/50 revenue share with full support in Administration, Compliance, Paraplanning, and Marketing & Business Development. This means you can focus on what you do best—advising clients and growing your portfolio.
• Ongoing Training & Development: Benefit from continuous professional development to enhance your skills and ensure you stay ahead in the ever-evolving financial landscape.
• Tax-Free Financial Draw: We understand that making the move to self-employment can be daunting. That's why we offer a tax-free financial draw to ease your transition, giving you peace of mind during the early stages of your business.
• Progression to 60/40 Split & Partnership: As your business grows, so will your rewards. We offer a clear path to a 60/40 split with the opportunity to become a Partner with equity stake within the firm.
• Experienced in Client Transitions: We specialise in helping advisers transfer clients from big-name institutions, banks, and wealth management firms. Rest assured, you'll have expert guidance throughout the entire process.
• State-of-the-Art Technology: Our fully digitised platform allows your clients to access their portfolios online, offering transparency and convenience that sets you apart in today’s market.

Who Are We Looking For? We’re seeking ambitious, self-motivated financial advisers with a proven track record who are ready to take the next step in their careers. Whether you're currently employed by a larger institution or already self-employed and looking for greater support and rewards, we want to hear from you.

Ready to Make the Move? If you're ready to take control of your career and build a profitable, self-sustaining business, while benefiting from the backing of a highly successful IFA firm, apply today!

Join us and be part of a firm that not only supports your ambitions but offers you a stake in its future success.