We're seeking an experienced Independent Financial Adviser to take ownership of an established book of business worth £20 million assets under management clients based in London. This is a rare opportunity to step into a relationship-led advisory role with a strong existing client base, supported by a thriving multi-office practice.
This isn't a green book—it's a wealth development opportunity. Your clients are already engaged, established relationships are in place, and your primary focus will be on deepening advice, growing these relationships, and expanding assets under management organically.
What You'll Do
- Own the client relationships: Lead all advisory interactions with your inherited client base across pensions, investments, retirement planning, and wealth management
- Develop the book: Identify opportunities for cross-selling, additional services, and referral growth from an engaged base
- Deliver holistic advice: Leverage the firm's full suite of services—pension planning, investment management, inheritance tax planning, protection, and later-life planning
- Drive outcomes: Use the firm's Personal Value Statement methodology to demonstrate measurable advice value to clients
- Collaborate: Work within a supportive, award-winning practice with a track record of adviser retention and investment in professional development
What We're Looking For
- Relationship-first mindset: You build deep client relationships and believe in long-term partnership
- Experience with affluent clients: Comfortable managing complex family finances, trusts, business owner planning, and multi-generational wealth
- Business acumen: Entrepreneurial drive to grow your book and understand the commercial side of advisory
- Track record:Experince as an independent financial advice with evidence of client satisfaction and growth
Why Join
- Established practice: Operating across three locations with 70+ team members, FT Adviser Top 100 recognised
- Award-winning culture: Recent wins including Verve Awards and Money Marketing recognition
- Adviser investment: Strong professional development, support, and a genuine commitment to avoiding adviser churn
- Back-office support: Dedicated paraplanners, technical expertise, and operations team to support your practice
- Independence: Full independence—no commission bias, whole-of-market advice, genuine client-first approach
- Growth opportunity: Clear path to grow your book, develop junior advisers, and progress into leadership if desired
The Practice
Our client is a thriving independent financial advice firm with a reputation for relationship-led, outcomes-focused planning. They operate across multiple locations and work with professionals, business owners, and private clients building long-term wealth. The firm is known for:
- Client satisfaction and retention (95%+ retention rates)
- Evidence-based advice supported by Personal Value Statements
- Investment in adviser careers and professional development
- Multi-disciplinary approach (pensions, investments, tax, protection, estate planning)
- Commitment to diversity and inclusive working
- AUM: £20 million
- Client profile: Mix of professionals, business owners, and private clients; predominantly affluent, relationship-engaged
Financial Adviser in Bracknell employer: Ortus PSR Ltd.
Join a highly-regarded IFA in central London, where you will thrive in a fun and supportive work environment that prioritises your growth as a Financial Planner. With generous earnings potential, full ownership of your client book, and access to ongoing training, this is an exceptional opportunity to build your own business under a successful brand umbrella. Enjoy the flexibility of managing your own schedule while benefiting from a strong back office support system and a collaborative team culture that has seen no advisers leave since 2000.
