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For Companies At a Glance
- Tasks: Take full control of your clients and earnings while using cutting-edge AI technology.
- Company: Forward-thinking wealth management firm with a boutique service model.
- Benefits: 70% revenue share, all core costs covered, and comprehensive support.
- Other info: Enjoy autonomy, work-life balance, and the option to sell your book upon retirement.
- Why this job: Transform your work with advanced tech and exceptional client experiences.
- Qualifications: Chartered or Diploma-qualified Financial Adviser with a strong client acquisition track record.
The predicted salary is between 60000 - 80000 £ per year.
Self-Employed Financial Adviser – Market-Leading Tech & Full Client Ownership
Are you an experienced Financial Adviser ready to take full control of your clients, earnings and future? This is a rare opportunity to join a forward-thinking wealth management firm that combines cutting-edge AI technology with a boutique, high-touch service model — empowering advisers to scale faster, work smarter and deliver an exceptional client experience. We’re looking to connect with driven, high-quality advisers who want either to grow significantly or to find the perfect long-term home for their clients before retirement.
The Proposition
- Self-employed model with full client ownership
- 70% revenue share with all core costs covered (PI, compliance, paraplanning and tech)
- Seamless AI integration that automates meeting notes, report writing and annual reviews — same-day turnaround on reports
- Access to lead-generation options if desired (reduced split with joint ownership)
- Comprehensive infrastructure and support allowing you to focus entirely on client relationships and business growth
Why This Stands Out
- Advisers typically manage 120–150 clients elsewhere — here, AI efficiency allows you to handle 300+ without additional admin burden
- No paraplanning delays or costs: suitability and review reports produced in minutes, not weeks
- Freedom to scale or plan a future exit with the option to sell your book when you retire
- Boutique culture that values quality, autonomy and work-life balance
- Backed by an established investment group with UK and offshore capability
Ideal Candidate
- Chartered or Diploma-qualified Financial Adviser / IFA
- Minimum £10–15m transferable AUM (flexible for outstanding growth-minded advisers)
- Demonstrable track record of client acquisition and retention
- Entrepreneurial mindset, comfortable operating independently within a collaborative, tech-driven environment
- London-based preferred, though flexible for exceptional candidates elsewhere
If you’re an experienced adviser seeking freedom, ownership and the industry’s most advanced technology to simplify your business, this is an outstanding opportunity to transform the way you work.
Self-Employed Financial Advisor employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self-Employed Financial Advisor
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers, attend industry events, and join relevant online forums. The more people you know, the better your chances of landing that perfect role.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on social media or writing articles about financial advice. This not only highlights your knowledge but also attracts potential clients and employers.
✨Tip Number 3
Leverage technology to your advantage! Use AI tools to streamline your processes and demonstrate how you can manage more clients efficiently. This will set you apart from others who may still be stuck in traditional methods.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a fantastic platform that connects you with opportunities tailored to your skills. Plus, it’s a great way to show your commitment to finding the right fit for your career.
We think you need these skills to ace Self-Employed Financial Advisor
Some tips for your application 🫡
Show Your Experience: Make sure to highlight your experience as a Financial Adviser. We want to see your track record of client acquisition and retention, so don’t hold back on those achievements!
Tailor Your Application: Take a moment to tailor your application to our unique proposition. Mention how you can leverage our cutting-edge AI technology to enhance your client relationships and business growth.
Be Authentic: Let your personality shine through! We’re looking for driven advisers who fit into our boutique culture, so don’t be afraid to show us who you are and what makes you tick.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on this fantastic opportunity!
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Stuff
Make sure you’re well-versed in the latest financial regulations and trends. Brush up on your knowledge of AI technology in wealth management, as it’s a key part of the role. Being able to discuss how you can leverage tech to enhance client relationships will impress the interviewers.
✨Showcase Your Success
Prepare to share specific examples of your past achievements in client acquisition and retention. Highlight any impressive figures or growth metrics that demonstrate your entrepreneurial mindset. This will help them see how you can contribute to their firm’s success.
✨Ask Insightful Questions
Come prepared with thoughtful questions about the company’s culture, support systems, and how they integrate AI into their processes. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
✨Emphasise Your Independence
Since this role is self-employed, highlight your ability to work independently while still being a team player. Discuss how you’ve successfully managed client relationships and business growth on your own, showcasing your readiness for this level of autonomy.