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For Companies At a Glance
- Tasks: Own your client relationships and provide independent financial planning with AI support.
- Company: Boutique wealth firm offering autonomy and innovative tech solutions.
- Benefits: 70% revenue share, full client ownership, and core costs covered.
- Why this job: Join a forward-thinking team and leverage AI to enhance your advisory practice.
- Qualifications: Chartered or Diploma-qualified Financial Adviser with proven client success.
- Other info: Flexible working options and real succession opportunities for growth-minded advisers.
The predicted salary is between 36000 - 60000 £ per year.
Self-Employed Financial Adviser (IFA) — 70% Revenue Share, Full Client Ownership, AI-Powered Scale | London and UK-Flexible
Own your client relationships. Keep the lion’s share of revenue. Deliver same-day advice with confidence. If you’re an accomplished Financial Adviser who wants freedom without the admin grind, this is your moment to join a boutique, high-touch wealth firm backed by established investment resources — and turbocharged by AI that turns weeks of paperwork into minutes.
Why this matters now
Advisers who win in the next decade will be those who compound trust and time. Our platform removes the bottlenecks that slow growth — paraplanning queues, report-writing delays, manual reviews — so you can deepen relationships, accelerate referrals and valuable portfolio. We cap adviser onboarding to protect service standards; early applicants are prioritised for the current intake.
About the opportunity
Imagine maintaining craftsmanship-level advice at scale: delivering same-day suitability and review reports, auto-generating meeting notes, and running proactive annual reviews with precision. Advisers elsewhere comfortably manage 120–150 clients; with our AI-enabled workflows, you can confidently serve 200+ without adding headcount or sacrificing quality — and still protect your work-life balance.
What you’ll do
- Own and grow your book end-to-end: you control pricing, proposition and client strategy (full client ownership)
- Provide independent, holistic financial planning across pensions, investments, protection, retirement and tax-efficient structuring
- Run proactive annual and ongoing reviews at speed and consistency with AI automation
- Produce suitability and review reports in minutes — no paraplanning delays or additional costs
- Build AUM and recurring revenue through disciplined acquisition, retention and client advocacy
- Operate compliantly with PI cover, compliance support and robust governance
- Collaborate with a boutique, quality-first team while enjoying true autonomy as a self-employed adviser
What makes this different
- Self-employed model with full client ownership and a 70% revenue share
- Core costs covered: PI, compliance, paraplanning and advanced technology included — we invest in your success up front (reciprocity)
- AI embedded into your day: automated meeting notes, report writing and annual reviews enable same-day turnaround
- Meaningful capacity uplift: advisers can manage 200+ clients without extra admin burden
- Optional lead generation available (reduced split with joint ownership) to accelerate growth on your terms
- Real succession options: scale now, protect client continuity later, and retain the option to sell your book on retirement
Requirements and qualifications
- Chartered or Diploma-qualified Financial Adviser / IFA (Chartered Financial Planner preferred)
- Proven track record in client acquisition, retention and advice outcomes
- Minimum £10m transferable AUM (flexible for exceptional, growth-minded advisers)
- Entrepreneurial, self-directed and comfortable in a collaborative, tech-enabled environment
- FCA-authorised with current SPS (or eligible to attain)
- London-based preferred; flexibility for outstanding candidates across the UK
Self-Employed Financial Advisor in London employer: Ortus Psr
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self-Employed Financial Advisor in London
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers, attend industry events, and join online forums. Building relationships can lead to referrals and opportunities that you won't find on job boards.
✨Tip Number 2
Showcase your expertise! Create content that highlights your knowledge in financial planning. Whether it's blog posts, videos, or social media updates, let potential clients see what you can offer them.
✨Tip Number 3
Leverage our platform! Apply through our website to take advantage of the resources we provide. We’re all about making your life easier, so use our AI tools to streamline your processes and focus on what you do best.
✨Tip Number 4
Follow up! After meeting potential clients or contacts, don’t just leave it at that. A quick email or message can keep you top of mind and show that you’re genuinely interested in helping them.
We think you need these skills to ace Self-Employed Financial Advisor in London
Some tips for your application 🫡
Show Your Unique Value: When writing your application, make sure to highlight what makes you stand out as a Financial Adviser. We want to see your unique approach to client relationships and how you’ve successfully managed your book in the past.
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and fluff. Just tell us about your experience and how it aligns with our AI-powered platform.
Tailor Your Application: Make sure to customise your application for this role. We’re looking for someone who understands the importance of autonomy and client ownership, so reflect that in your writing.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Ortus Psr
✨Know Your Stuff
Make sure you brush up on your financial knowledge and the latest industry trends. Be ready to discuss your experience with client acquisition and retention, as well as how you've successfully managed portfolios in the past.
✨Showcase Your Autonomy
Since this role is all about self-employment and client ownership, highlight your ability to work independently. Share examples of how you've taken initiative in previous roles and how you plan to manage your client relationships effectively.
✨Embrace Technology
Familiarise yourself with AI tools and tech solutions that can enhance your advisory services. Discuss how you’ve used technology to streamline processes or improve client interactions in your previous roles.
✨Prepare Questions
Have a list of thoughtful questions ready for the interviewers. This shows your genuine interest in the firm and helps you understand how their values align with your own, especially regarding client service and growth opportunities.
