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.
Ortus PSR Ltd. is an exceptional employer that prioritises employee growth and development, offering a clear pathway to leadership roles such as lead adviser or Head of Office. With a supportive work culture and the flexibility of hybrid working in the vibrant city of Bristol, employees are empowered to build meaningful client relationships while contributing to the office's dynamic growth and culture.
