At a Glance
- Tasks: Build and manage your own client bank while delivering holistic financial planning.
- Company: Dynamic IFA firm in London with a strong growth strategy.
- Benefits: Keep 100% of inflow, equity opportunities, and strong operational support.
- Other info: Enjoy hybrid flexibility and excellent long-term value potential.
- Why this job: Join a growing firm and make a real impact on clients' financial futures.
- Qualifications: Experienced adviser with a proven track record and diploma qualification.
The predicted salary is between 120000 - 150000 £ per year.
Are you an experienced Independent Financial Adviser with a proven track record of winning and developing client relationships? This is a rare opportunity to join a growing, well‑backed IFA firm in London offering full autonomy, industry‑leading earnings, and genuine equity participation—allowing you to build not just income, but long‑term value. This firm is expanding its presence in London and is looking to partner with high‑performing advisers who want the freedom to grow their client book, backed by a strong infrastructure and a clear long‑term vision. You’ll operate as a true independent adviser, with the support, flexibility, and financial backing needed to scale your business effectively.
Why Join
- 100% of Inflow – Keep what you generate with a transparent, uncapped bonus structure
- Equity Opportunity – Build long‑term value alongside your recurring income
- Strong Operational Support – Dedicated paraplanning, admin, and compliance support
- Whole‑of‑Market Advice – Provide fully independent, client‑first recommendations
- Hybrid Flexibility – Structure your working week around your clients
- London Growth Strategy – Join at a key stage as the firm builds its footprint in a high‑value market
Your Role
- Build and develop your own client bank, focusing on HNW and mass affluent clients
- Deliver holistic financial planning across pensions, investments, tax planning, and protection
- Drive new business through your own network and introducer relationships
- Maintain and grow long‑term client relationships
- Work closely with the support team to deliver a high‑quality client experience
About You
- Experienced Independent Financial Adviser with a strong track record of new business generation
- Confident in building and maintaining client relationships independently
- Diploma qualified (DipPFS minimum); Chartered desirable
- Commercial, driven, and motivated by both earnings and long‑term equity potential
Senior Financial Adviser employer: Ortus PSR Ltd.
Join a highly-regarded IFA in central London, where you will thrive in a fun and supportive work environment that prioritises your growth as a Financial Planner. With generous earnings potential, full ownership of your client book, and access to ongoing training, this is an exceptional opportunity to build your own business under a successful brand umbrella. Enjoy the flexibility of managing your own schedule while benefiting from a strong back office support system and a collaborative team culture that has seen no advisers leave since 2000.
