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- Tasks: Deliver holistic financial advice and manage your own client relationships independently.
- Company: Join a leading international advisory firm with a client-first approach.
- Benefits: Enjoy a lucrative revenue share model and full control over your client relationships.
- Other info: Inclusive culture with admin support to maximise your time and success.
- Why this job: Work remotely, build long-term value, and make a real impact in clients' lives.
- Qualifications: Level 4 Diploma in Financial Advice and experience as a Financial Adviser required.
The predicted salary is between 60000 - 120000 £ per year.
A well-established, directly authorised wealth management firm is expanding its adviser network across the UK. With permissions to advise clients in the UK, US, and the Middle East, the firm is known for delivering tailored, independent financial advice to high-net-worth individuals, expats, and families with complex financial needs. The leadership team brings international experience, a strong ethical foundation, and a client-first approach that has driven exceptional client retention and adviser satisfaction.
This is a unique opportunity for experienced IFAs who want to operate independently while supported by a premium back-office infrastructure.
- UK-wide – remote or hybrid
- Self-employed | Full-time or part-time flexibility
- No geographic limitations on client acquisition
Revenue Split & Earnings Potential: A transparent and lucrative commission structure rewards success and scale:
- 60% on revenue up to £100,000
- 70% on revenue between £100,000 – £200,000
- 80% on revenue over £200,000
Advisers retain full ownership of their client book, allowing them to build long-term value while earning from day one.
What’s Provided:
- Access to paraplanning and administrative support in the splits
- Cutting-edge client-facing portal and secure document vault
- Authorisations for multi-jurisdictional advice (UK, US, Middle East)
Culture & Values:
- Independent, directly authorised, and client-first
- Committed to ethical advice, diversity, and sustainable practices
- No product bias – full access to the entire market
Global Expertise:
- Deep specialisation in international financial planning
- Suitable for advisers working with expats, dual citizens, and cross-border families
Responsibilities:
- Deliver holistic financial advice across pensions, investments, tax, estate planning, and protection
- Build and manage their own client relationships independently
- Utilise modern financial planning tools including cashflow modelling and risk profiling
- Work alongside paraplanners and admin staff to ensure a high-quality client journey
- Maintain compliance with FCA and cross-border regulatory frameworks
Requirements:
- Level 4 Diploma in Financial Advice (e.g., DipPFS or equivalent)
- Experience as a Financial Adviser
- An existing client book or strong client acquisition capability
Benefits:
- Industry-leading revenue share model
- Full control over client relationships and ongoing servicing
- Admin and paraplanning support to maximise adviser time
- Inclusive, progressive, and supportive team culture
Independent Financial Adviser in City of Westminster employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser in City of Westminster
✨Network Like a Pro
Get out there and connect with other professionals in the financial sector. Attend industry events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to referrals and new clients!
✨Showcase Your Expertise
Create content that highlights your knowledge in financial advising. Whether it’s blog posts, videos, or social media updates, sharing valuable insights can position you as an expert and attract potential clients. Remember, we want to see your personality shine through!
✨Leverage Our Platform
Don’t forget to apply through our website! We’ve got a fantastic infrastructure that supports you in building your client base. Plus, being part of our network means you’ll have access to resources that can help you thrive.
✨Follow Up Like a Boss
After meeting potential clients or contacts, make sure to follow up! A simple email or message can keep you top of mind. It shows you’re proactive and genuinely interested in helping them with their financial needs.
We think you need these skills to ace Independent Financial Adviser in City of Westminster
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Independent Financial Adviser role. Highlight your qualifications, especially your Level 4 Diploma in Financial Advice, and any relevant experience you have in financial planning.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your client acquisition capabilities and how you align with our client-first approach and ethical values.
Showcase Your Client Relationships: Since building and managing client relationships is key, share examples of how you've successfully done this in the past. If you have an existing client book, don’t forget to mention it!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this exciting opportunity with our international advisory firm.
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around pensions, investments, and tax. The firm is looking for someone who can deliver holistic advice, so be prepared to discuss your approach to complex financial needs.
✨Showcase Your Client Relationships
Since you'll be managing your own client relationships, come ready to talk about your existing client book or your strategies for client acquisition. Highlight any success stories that demonstrate your ability to build and maintain strong client connections.
✨Understand the Firm's Values
Familiarise yourself with the firm's commitment to ethical advice and client-first approach. Be ready to discuss how your values align with theirs and how you can contribute to their culture of diversity and sustainability.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the support and infrastructure they provide, as well as their expectations for advisers. This shows you're serious about the role and helps you gauge if it's the right fit for you.