Ortus PSR Ltd. is seeking a desk-based Financial Adviser in the UK to provide regulated advice on investments, pensions, protection and tax planning by phone and Teams, supported by a central investment proposition.
You will review clients’ financial circumstances, prepare personalised plans, and build long‑term relationships in a collaborative team that values integrity and continuous development. The role offers a structured environment with ongoing professional development, CPD, and
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Desk-Based Financial Adviser - Build Client Wealth 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.
