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For Companies At a Glance
- Tasks: Provide holistic financial advice and build long-term client relationships.
- Company: A progressive financial planning firm focused on people, not profit.
- Benefits: Competitive salary, unlimited holidays, flexible working, and growth opportunities.
- Why this job: Join a client-first culture and shape the future of financial planning.
- Qualifications: Level 4 Diploma in Financial Planning and experience in wealth management.
- Other info: Enjoy a flat structure with no bureaucracy and direct collaboration.
The predicted salary is between 65000 - 85000 £ per year.
Job Description
OverviewThis is a financial planning firm built around people, not profit. Its mission is to deliver exceptional client outcomes while creating an environment where advisers can thrive.
As an employed Financial Adviser, you’ll join a progressive, high-growth business that values initiative, accountability, and collaboration. You’ll have the freedom to work flexibly, the support to deliver outstanding advice, and the opportunity to help shape a company that’s redefining what a great planning firm looks like.
Why This Firm?
- Client-First Culture: Advice is driven by integrity, not sales pressure.
- Freedom with Responsibility: Manage your diary, work remotely, and take unlimited holidays — measured by results, not hours.
- Flat Structure: No bureaucracy or layers of management — decisions are fast and collaboration is direct.
- Career Progression: Clear path to senior planning roles, leadership, and long-term growth incentives.
- Real Reward: Competitive employed salary with transparent, performance-linked bonuses.
The RoleYou’ll provide holistic financial advice to clients across all life stages — from professionals building wealth to retirees seeking long-term security. You’ll manage part of an existing client portfolio while also developing new relationships through referrals, inbound leads, and your own network.
With administrative and paraplanning support behind you, your focus will stay on delivering high-quality advice, nurturing relationships, and contributing to the firm’s continued growth.
Key Responsibilities
- Deliver comprehensive financial planning across pensions, investments, and protection.
- Build and maintain long-term client relationships based on trust and clarity.
- Develop new business through proactive engagement, referrals, and networking.
- Collaborate with colleagues to ensure consistent, high-quality client service.
- Contribute to the firm’s development through ideas and continuous improvement.
What You’ll Bring
- Level 4 Diploma in Financial Planning (DipPFS or equivalent).
- Chartered status or progression toward it preferred.
- Proven experience advising private clients within wealth management.
- Strong interpersonal and communication skills.
- Proactive, commercially aware, and passionate about client service.
What You’ll Receive
- Salary £65,000 – £85,000 + Bonus (OTE up to £120,000)
- Flexible / Remote Working Environment
- Unlimited Holiday – Freedom with Accountability
- Administrative & Paraplanning Support
- Dedicated Marketing & Lead Generation Assistance
- Future Growth-Share / Equity Options
Culture & Values
- Clients First, Always – every decision starts with the client’s best interests.
- Fast Hands, Fine Finish – efficient, accurate, and consistent delivery.
- No Red Tape – simple processes, swift decisions, clear communication.
- Freedom with Responsibility – autonomy balanced with accountability.
- Shape It, Don’t Wait For It – initiative and ideas are valued and actioned.
This is a firm for advisers who want to deliver advice the right way — ethically, collaboratively, and without unnecessary barriers.
Apply NowIf you’re an experienced Financial Adviser seeking a progressive environment that values trust, independence, and long-term success, we’d love to hear from you.
Apply today and take the next step in a career built on purpose and people.
Financial Adviser employer: Ortus Psr
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join online forums, and don’t be shy about reaching out to potential clients or colleagues. Building relationships is key to landing that Financial Adviser role.
✨Showcase Your Expertise
Use social media to your advantage! Share insights, articles, and tips related to financial planning. This not only positions you as an expert but also attracts attention from those looking for advice. Remember, we want to see your personality shine through!
✨Prepare for Informal Chats
Don’t wait for formal interviews to showcase your skills. Reach out for informal chats with decision-makers at firms you’re interested in. This can give you a leg up and show your genuine interest in their client-first culture.
✨Apply Through Our Website
When you find a role that excites you, apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re proactive and serious about joining a firm that values initiative.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Be Authentic: When you're writing your application, let your personality shine through! We want to see the real you, so don’t be afraid to share your passion for financial advising and how it aligns with our client-first culture.
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your relevant experience and skills. Show us how your background in wealth management makes you a perfect fit for our progressive firm!
Showcase Your Achievements: Don’t just list your responsibilities; tell us about your successes! Use specific examples of how you've delivered exceptional client outcomes or built strong relationships in your previous roles.
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’re considered for this exciting opportunity to shape the future of financial advising with us!
How to prepare for a job interview at Ortus Psr
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around pensions, investments, and protection. Be ready to discuss your experience with clients and how you've built relationships based on trust and clarity.
✨Show Your Client-First Mindset
This firm values a client-first culture, so be prepared to share examples of how you've prioritised client needs in your previous roles. Highlight any instances where you've gone above and beyond to deliver exceptional service.
✨Demonstrate Initiative
Since the company encourages shaping ideas and taking initiative, think of ways you've contributed to improvements in your past positions. Bring these examples to the interview to show that you're proactive and ready to make an impact.
✨Ask Thoughtful Questions
Prepare some insightful questions about the firm's culture, growth opportunities, and how they support their advisers. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
