Are you ready to build something that's actually yours? We're recruiting a Growth Adviser for a boutique independent wealth management firm that's backing ambitious planners. This isn't about hitting targets for someone else — it's about building a client base and keeping the upside.
Salary: £85,000–£95,000
Bonus: 0.42% of AUM brought through the door quarterly (holistic financial planning), we are seeing Advisers in the firm take bonuses of circa £45,000 1st year, 2 days in the office.
What You're Working With:
- Ongoing adviser fee model (no initial fees to clients — genuine advice-focused)
- Full paraplanning and admin support
- Client target range: £500k–£5m typical (with scale to £10m+ AUM supported)
- Access to whole of market with in-house investment directors
- Share option scheme in place
Business Development — Properly Backed:
- Dedicated marketing manager — strategy, execution, oversight
- Social media management — content, posting, engagement (handled)
- Lead generation support — targeted campaigns, data, outreach
- Campaign budget tailored to you — events, connections, digital, content — you choose where to invest
- Systems and tools — the infrastructure to scale without admin overhead
Why This Works:
This is proper backing. You get:
Financial Adviser in London employer: Ortus PSR
Join a dynamic wealth management firm that prioritises client satisfaction and offers unparalleled support for Independent Financial Advisers. With the flexibility to work remotely or in a hybrid model, you will benefit from high-quality lead generation, comprehensive paraplanning, and administrative assistance, allowing you to focus on what you do best – advising clients. Located in the vibrant West Midlands, this role not only provides competitive earnings potential but also fosters a culture of continuous professional development and innovation.
