Employer: Ortus PSR
Salary: £70,000 – £100,000 per annum
Date Added: 28/07/2025
Employed Financial Adviser | HNW Clients + Quality Leads | £80K Basic + Bonus
Join a leading, nationally recognised Independent Financial Advisory firm with a long-standing reputation for delivering exceptional advice to high-net-worth clients. We’re offering Financial Advisers the rare opportunity to step into an established, high-value client portfolio with a consistent flow of qualified leads, industry-leading support, and the security of a competitive employed package.
Whether you’re feeling underutilised, tired of chasing cold leads, or seeking greater long-term career stability, this is your chance to thrive within a respected and supportive advice framework.
Responsibilities
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Manage and grow an existing portfolio of HNW clients (average £500k+ per client)
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Deliver fully independent, holistic advice across pensions, investments, IHT, protection, and retirement planning
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Convert warm, qualified leads into long-term client relationships
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Collaborate with dedicated paraplanners and admin staff to ensure seamless client service and compliance
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Actively contribute to client retention and business growth
Requirements
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Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent)
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Experience as a Financial Adviser, Wealth Manager, or IFA
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Proven ability to build and nurture client relationships, especially within the HNW space
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High ethical standards and a passion for delivering quality advice
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Commercially aware and comfortable working within a growth-oriented environment
Benefits
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Basic salary: £60,000 – £80,000 depending on experience
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Realistic OTE £100k+ with transparent, uncapped bonus scheme
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Inherited HNW client bank from retiring advisers – no need to build from scratch
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Consistent flow of new business via introducer partnerships and digital leads
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Hybrid working – split your time between home and regional offices
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Modern tech stack and CRM to enhance your productivity
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Chartered progression support – full backing for further qualifications and CPD
Ideal For…
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Employed Advisers seeking better lead flow and support
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Self-employed IFAs looking for income stability and structure
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Professionals seeking to join a national brand with career development pathways
How to Apply
If you’re ready to join a respected national IFA firm where you can focus on what you do best – advising clients – without the stress of sourcing leads or building a business from scratch, we’d love to hear from you. Apply now to take the next step in your Financial Planning career.
Application Deadline: 08/09/2025
Contract Type: Permanent
Submitted Applications: 0