Ortus PSR Ltd. is seeking an experienced Independent Financial Adviser to take ownership of an established book 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. You will own client relationships across pensions, investments, retirement planning and wealth management, develop the book through cross-selling, deliver holistic
Relationship-Driven Financial Adviser: Grow £20M AUM 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.
