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For Companies At a Glance
- Tasks: Help clients achieve financial goals with personalized advice and support.
- Company: Join a forward-thinking firm focused on holistic financial solutions.
- Benefits: Enjoy competitive salaries, equity options, and full digital support.
- Why this job: Experience true client-centric work while enjoying a better work-life balance.
- Qualifications: Seeking experienced Financial Advisers with strong client relationships.
- Other info: Work with high-net-worth clients and receive comprehensive marketing support.
The predicted salary is between 80000 - 120000 £ per year.
Job Description
Financial Adviser – London | Whole-of-Market Independent | HNW Clients & CAS Support
Join one of London’s most respected truly independent firms, offering whole-of-market advice, hybrid flexibility, and a clear route to CAS and career progression.
We’re working with a boutique, whole-of-market IFA firm based in Central London that is committed to delivering genuinely independent, client-first advice. With a strong reputation among professionals, business owners, and HNW individuals, they are now seeking a Financial Adviser to join their team—either stepping into a book of clients or building their own, with full support.
This firm is particularly open to advisers who are newly qualified or working towards Competent Adviser Status (CAS), offering the structure, mentoring and oversight needed to help you become a confident, independent adviser.
Location: London (City-based office with flexible hybrid working)
Salary: £50,000 – £80,000 basic + uncapped bonus
Why Join This Firm?
- Whole-of-market independence: Offer unrestricted advice across the entire market—no panels or product bias
- Warm clients + lead flow: Take over part of an active client bank and benefit from a steady stream of referrals
- Support to achieve CAS: Structured mentoring, compliance guidance, and case reviews to help you gain CAS and grow
- City presence with hybrid working: Work flexibly between a prestigious City office and home
- Clear career development: Defined path to adviser, senior adviser and equity partner over time
- Strong collaborative culture: Learn from experienced Chartered Financial Planners and technical specialists
Key Responsibilities
- Deliver tailored, independent financial advice across pensions, investments, protection and estate planning
- Build and manage relationships with clients across London, with support from paraplanning and admin teams
- Conduct full fact-finds and cashflow modelling to develop holistic financial plans
- Stay current with FCA guidelines, compliance expectations, and whole-of-market product knowledge
- Participate in regular training and case reviews to develop competence and client-facing confidence
We’re Interested In Speaking With Advisers Who Are:
- Level 4 Diploma qualified (minimum) in Regulated Financial Planning
- Either already CAS or on the journey toward CAS with strong technical knowledge and client potentia
- Passionate about building long-term relationships and delivering ethical, client-first advice
- Committed to continuous development—working towards Chartered or similar qualifications is a plus
- Based in or willing to commute to London with hybrid flexibility
Ready to take the next step in your advisory career—whether you’re already CAS or nearly there?
This is your chance to grow within a respected, fully independent London firm that invests in its advisers. Apply today or get in touch confidentially to learn more.
Financial Adviser employer: Ortus Psr
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network with other Financial Advisers who share your values and vision. Attend industry events or join online forums where you can connect with like-minded professionals. This can help you gain insights into the market and potentially lead to referrals.
✨Tip Number 2
Research the unique offerings of our client thoroughly. Understand their holistic approach and how it differs from traditional firms. Being well-informed will allow you to articulate why you are a great fit for their model during discussions.
✨Tip Number 3
Prepare to discuss your client relationships in detail. Highlight specific examples of how you've provided value and built trust with your clients. This will demonstrate your ability to align with the client-centric philosophy that our client values.
✨Tip Number 4
Showcase your adaptability to digital tools and processes. Familiarize yourself with the latest financial technology trends, as our client emphasizes a fully digital offering. Being tech-savvy will set you apart as a candidate who can thrive in their environment.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly understand the responsibilities and expectations of a Financial Adviser as outlined in the job description. This will help you tailor your application to highlight relevant experiences.
Highlight Client Relationships: Emphasize your ability to build and maintain lasting relationships with clients. Provide specific examples of how you've delivered client-centric advice and solutions in your previous roles.
Showcase Your Value: Clearly articulate how your skills and experiences align with the unique offerings of the company. Discuss how you can contribute to their holistic approach and support their clients effectively.
Craft a Compelling Cover Letter: Write a personalized cover letter that reflects your passion for the role and the company. Mention why you are drawn to their unique market solution and how it aligns with your career goals.
How to prepare for a job interview at Ortus Psr
✨Showcase Your Client Relationships
Highlight your ability to build and maintain lasting relationships with clients. Share specific examples of how you've provided holistic advice that truly meets their needs, demonstrating your client-centric approach.
✨Emphasize Your Value Proposition
Discuss how you feel valued in your previous roles and how you can bring that same value to the new position. Be prepared to explain how your skills and experience align with the firm's mission to provide a true client-centric offering.
✨Understand the Firm's Unique Offering
Research the unique solutions that the firm provides compared to others in the market. Be ready to discuss how their fully digital offering and support systems can enhance your ability to serve clients effectively.
✨Prepare Questions About Career Development
Think about your long-term career goals and prepare insightful questions regarding career direction and equity options within the firm. This shows your interest in a long-term commitment and helps you gauge if the firm aligns with your aspirations.
