Ortus PSR Ltd in Cheshire is seeking an experienced Financial Adviser to take over an inherited client bank from a retiring adviser. You will conduct in-depth reviews, deliver comprehensive financial plans, and build long-term client relationships across Cheshire with home-based flexibility and office access as needed.
This role offers a basic salary up to £75,000, a company car, and a 30% bonus on business written, plus full in-house support to focus on clients and grow the bank into a
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Inherited-Book Financial Adviser | Home-Based + 30% Bonus in Bromsgrove employer: Ortus PSR Ltd.
Join a prestigious, independently owned financial planning firm in Enderby, Leicestershire, where your role as a Paraplanner is valued and integral to the advice process. With a strong emphasis on professional development, a collaborative work culture, and a competitive salary package including bonuses and benefits, this firm offers an exceptional environment for growth and meaningful contributions to high-net-worth clients. Experience the satisfaction of working in a team that prioritises excellence and client retention, all while enjoying the flexibility of a hybrid working pattern.
