Financial Adviser - Ortus PSR : Job Details

Build Your Legacy with a National IFA: Adviser Opportunity with Client Referrals & Growth Potential

Are you an ambitious Financial Adviser with a transferable book of clients after covenants and the drive to grow your business within a nationally recognised IFA firm? This is your opportunity to join a forward-thinking, client-centric Wealth Management business offering the perfect blend of independence, support, and sustainable client acquisition.

Salary Range £60,000 - £90,000 Earning potential £140,000 uncapped bonuses

The Opportunity

We’re working  with a leading national IFA firm that is actively expanding its adviser team. With a robust infrastructure, full compliance support, and a steady stream of qualified leads from both digital and professional introducers, this firm is positioned to support ambitious Advisers looking to scale.

Whether you're a self-employed Adviser seeking greater access to clients and marketing support, or currently employed and ready to take control of your future, this firm offers an environment where your ambition is matched with tangible resources and growth opportunities.

• Access to full back-office support, marketing, compliance, and lead generation
• Opportunity to build long-term capital value in your client book
• Comfortable balancing both client servicing and business development responsibilities.

What’s in it for you?

• Client Referrals & Qualified Leads: Receive a regular flow of warm client introductions through strategic partnerships and a highly effective online presence.
• Marketing & Paraplanning Support: Focus on client relationships while the central team supports you with admin, paraplanning and compliance.
• High Earning Potential: Uncapped earnings with a competitive revenue share model and bonus incentives.
• National Brand, Local Focus: Benefit from the credibility of a nationally recognised brand with the agility of a regionally focused service.
• Flexible Working: Freedom to manage your own diary, with hybrid and remote options available.

The Ideal Candidate

• Strong, portable client relationships after covenant.
• A natural business developer – proactive, entrepreneurial, and confident in prospecting and converting new opportunities.
• Level 4 Diploma in Financial Planning (minimum), with CAS status preferred.