At a Glance
- Tasks: Build and manage your own client bank while delivering holistic financial planning.
- Company: Dynamic IFA firm in London with a strong growth strategy.
- Benefits: Up to £150,000 basic salary, 100% inflow, equity opportunities, and strong operational support.
- Other info: Enjoy hybrid flexibility and the chance to grow in a high-value market.
- Why this job: Join a growing firm and make a real impact on clients' financial futures.
- Qualifications: Experienced Independent Financial Adviser with a proven track record and diploma qualification.
The predicted salary is between 150000 - 150000 £ per year.
Independent Financial Adviser - London Equity Opportunity
Up to £150,000 Basic + 100% Inflow + Equity
Are you an experienced Independent Financial Adviser with a proven track record of winning and developing client relationships? This is a rare opportunity to join a growing, well‑backed IFA firm in London offering full autonomy, industry‑leading earnings, and genuine equity participation — allowing you to build not just income, but long‑term value. This firm is expanding its presence in London and is looking to partner with high‑performing advisers who want the freedom to grow their client book, backed by a strong infrastructure and a clear long‑term vision. You’ll operate as a true independent adviser, with the support, flexibility, and financial backing needed to scale your business effectively.
Why Join
- 100% of Inflow - Keep what you generate with a transparent, uncapped bonus structure
- Equity Opportunity - Build long‑term value alongside your recurring income
- Strong Operational Support - Dedicated paraplanning, admin, and compliance support
- Whole‑of‑Market Advice - Provide fully independent, client‑first recommendations
- Hybrid Flexibility - Structure your working week around your clients
- London Growth Strategy - Join at a key stage as the firm builds its footprint in a high‑value market
Your Role
- Build and develop your own client bank, focusing on HNW and mass affluent clients
- Deliver holistic financial planning across pensions, investments, tax planning, and protection
- Drive new business through your own network and introducer relationships
- Maintain and grow long‑term client relationships
- Work closely with the support team to deliver a high‑quality client experience
About You
- Experienced Independent Financial Adviser with a strong track record of new business generation
- Confident in building and maintaining client relationships independently
- Diploma qualified (DipPFS minimum); Chartered desirable
- Commercial, driven, and motivated by both earnings and long‑term equity potential
Senior Financial Adviser employer: Ortus Psr
Join a dynamic and rapidly expanding Independent Financial Adviser firm in London, where you will enjoy unparalleled autonomy and the potential for significant earnings with a transparent bonus structure. Our supportive work culture fosters professional growth, offering dedicated operational assistance and the opportunity to build long-term value through equity participation. As part of our London growth strategy, you will be at the forefront of shaping your client base while benefiting from a flexible working environment tailored to your needs.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Adviser
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Ortus Psr. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Financial Adviser
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Ortus Psr.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Ortus Psr's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Ortus Psr
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Ortus Psr.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Ortus Psr will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Ortus Psr employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
