Inherit £50m AUM: Senior Financial Adviser (Hybrid) in Reading

Inherit £50m AUM: Senior Financial Adviser (Hybrid) in Reading

Reading Full-Time No working from home possible
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Ortus PSR Ltd in Arundel is seeking a Financial Adviser to take over a £50m client book and continue delivering bespoke wealth management solutions.

You will work in a hybrid setup, with one day per week in the office, and will partner with a regional team to service high-net-worth clients across pensions, investments, and retirement planning.

The role offers up to £85k base plus bonus and LTIP, with transition support from retiring adviser.

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Inherit £50m AUM: Senior Financial Adviser (Hybrid) in Reading 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.

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Contact Details:

Ortus PSR Ltd. Recruitment Team