Ortus PSR Ltd in Derby, Derbyshire, seeks an experienced Financial Adviser to take over an established client bank and grow it toward ownership. You will manage circa 80 clients from day one, with strong planning opportunities across retirement, investments and tax-aware planning.
The role offers a defined route to ownership over the next four to five years, plus share options and hybrid working. Expect earnings around Β£100,000 with a basic salary up to Β£80,000.
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Financial Adviser: Path to Ownership + Equity Options 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.