Financial Adviser - Ortus PSR : Job Details

Experienced Financial Adviser – Inherit & Grow a £40M Client Bank

Are you an experienced Financial Adviser looking to focus on delivering exceptional client outcomes – without the pressure of building a client base from scratch in an employed role?

An established and highly respected financial planning firm is offering a unique opportunity for a talented Financial Adviser to take over and develop an existing portfolio of High Net Worth clients with an approximate £40 million in Assets Under Management (AUM).

Salary: Up to £90,000 per annum + Bonus + Benefits (earning potential £140,000)

Location: Client bank across Wiltshire, office is based in Swindon, hybrid working, work from home. 

This is an ideal role for someone who thrives on meaningful client interaction and wants to be supported by a dedicated back-office team, enabling them to spend more time advising and less time on admin.

What’s on Offer

• Inherit an existing client bank with £40M AUM
• Fully mapped annual reviews – focus your energy on advice, not admin
• Full back-office support: Dedicated administrator + professional paraplanning
• Quarterly bonus & business development incentives
• 25 days holiday + bank holidays + Christmas shutdown
• 5% employer pension contribution (with salary sacrifice option)
• Paid professional fees and CPD support
• Flexible hybrid working (office in Swindon with WFH options)
• Free on-site parking

What You’ll Be Doing

• Deliver Lifestyle Financial Planning to an established HNW client base
• Build strong, long-term relationships through regular review meetings
• Use cashflow planning tools to help clients achieve their financial goals
• Identify opportunities for business growth via referrals or existing network
• Collaborate with admin and paraplanning teams to ensure high-quality service delivery

About You

• Level 4 Diploma in Financial Planning (CAS status required)
• Experience advising clients, ideally HNW individuals
• Confident in holistic planning
• Skilled in using cashflow modelling software
• Professional, personable, and committed to long-term client care
• Experience mentoring or coaching junior colleagues

This is a standout opportunity for a confident, client-focused adviser to build on their career with a warm £40M client base and full operational support. Apply now to take your advisory career to the next level.