Ready to Build Your Future with a Client Bank You Can Grow?
Join a Chartered Firm Where Your Success is Backed by £15M AUM and a Vision for Expansion
Are you a driven Financial Adviser who thrives on relationship‑building and wants to hit the ground running with an existing client base? Join a respected, independent Chartered Financial Planning firm based in Yorkshire, managing over £300 million in assets and serving the community for over two decades.
As part of our exciting 5-year growth strategy, we're offering a rare opportunity to take ownership of a client portfolio worth c.£15 million AUM-and the support and structure to grow it even further.
Starting salary: £40,000 - £50,000 + Bonus (earn bonus on everything written no validation)
Why This Role is a Game-Changer:
- Start with Substance - You'll inherit an active client bank, providing an immediate platform to engage and build long‑term relationships.
- Growth Without the Grind - Benefit from high‑converting leads (64% from online enquiries and introducers) and a business model that rewards proactive networking and relationship development.
- Support that Frees You to Advise - Work from home, visit the office just once a month, and enjoy hands‑on support from a qualified Paraplanner-so you can focus on your clients, not admin.
- Career Progression - Whether you're on the road to Chartered or already there, your development is our priority. Expect real investment in your future.
What You'll Be Doing
- Grow and nurture your assigned client bank through exceptional service and advice.
- Convert warm leads from introducers, professional partners, and digital channels.
- Build new connections by networking with solicitors, accountants, and other professionals.
- Deliver tailored advice across pensions, investments, protection, and estate planning.
- Manage and expand client portfolios, working closely with our paraplanning and admin teams.
What We're Looking For
- Diploma‑qualified (minimum Level 4) Financial Adviser with proven client‑facing experience.
- A natural relationship builder who enjoys growing a book and developing new business.
- Working towards Chartered status (or already qualified).
- Someone who thrives in a flexible, supportive environment.
Financial Adviser in Wakefield 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.
