At a Glance
- Tasks: Provide tailored financial advice and build lasting client relationships.
- Company: Progressive wealth management firm prioritising client outcomes.
- Benefits: Salary up to £75,000, flexible working, and comprehensive support.
- Other info: Access to ongoing learning and a supportive business development environment.
- Why this job: Join a team that values client-first approaches and personal growth.
- Qualifications: Diploma in Regulated Financial Planning and proven advisory experience.
The predicted salary is between 49500 - 60500 £ per year.
Are you an experienced Independent Financial Adviser looking to grow within a progressive, planning-led wealth management firm? This is your opportunity to join a team that genuinely puts clients first—delivering comprehensive financial planning advice that guides clients towards financial independence. Working from home with flexible access to the Cookham office, you'll build long-term client relationships and develop new business through networking, referrals, and company-led initiatives. If you're driven by client outcomes and committed to becoming an integral part of a growing advisory business, we want to hear from you.
What you'll be doing
- Conducting in-depth financial planning reviews, analysing clients' circumstances and preparing bespoke reports across all areas of advice.
- Keeping clients and introducers updated on market changes, new products, and legislation affecting their planning.
- Growing new business through personal development, referrals, lead generation and effective networking with professionals and introducers.
- Meeting clients face-to-face (at home, office, or business premises) and virtually via Microsoft Teams to understand their evolving needs.
- Maximising marketing opportunities via social media and professional networking to build your personal brand.
- Delivering accurate management information and maintaining strong client and introducer relationships through seminars and regular contact.
Who we're looking for
Your background:
- Diploma in Regulated Financial Planning (or FCA-approved equivalent) with CF30 status maintained.
- Proven experience as a financial adviser with a track record of building and managing a client base.
- Demonstrated success in attracting new clients through networking, business development and referral generation.
Who you are:
- Client-centric and genuinely committed to doing the right thing—this isn't just a slogan, it's how we work.
- Articulate, well‑presented and professional with excellent interpersonal skills and approachability.
- Confident with IT and digital tools; comfortable with virtual communication and the latest advisory platforms.
- Strategic in your approach to business development and capable of building relationships with a range of client types—entrepreneurs, business owners, professionals and retail clients.
What we offer
- End‑to‑end in‑house support—full DIS, paraplanning, and administration teams backing your client work.
- A trusted brand with a compelling proposition and strong reputation in the market.
- Consultative marketing support and access to the firm's lead generation programme.
- XPlan as your platform of choice for efficient, cost‑effective client solutions.
- Established Practice Buy Out option on exit—build equity as you grow your client base.
- Ongoing learning and development in a firm culture that values continuous improvement.
Independent Financial Adviser in Bromsgrove 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.
