Financial Advisor - Ortus PSR : Job Details

Independent Financial Adviser – Burgess Hill (Hybrid/Remote Option)

A leading, forward-thinking wealth management firm is expanding its adviser team and is seeking experienced Independent Financial Advisers (IFAs) to join on an employed basis. Known for its client-centric, financial planning-led approach, this firm supports advisers with robust infrastructure, administrative support, and flexible working options.

Advisers will have access to a respected brand, a strong lead generation programme, and a supportive team that fosters long-term client relationships. The culture promotes independence, innovation, and continuous professional growth.

• Location: Burgess Hill, West Sussex

• Work Type: Hybrid/Remote (with access to offices if preferred)

The successful IFA will be responsible for delivering holistic financial advice tailored to individual client needs. Duties include:

• Conducting the Six-Stage Advice Process to ensure compliant, client-focused outcomes

• Reviewing clients’ evolving financial goals and updating plans accordingly

• Building and managing relationships with new and existing clients as well as professional introducers

• Utilising marketing tools and social media to generate leads and build personal brand awareness

• Delivering detailed financial reviews including pensions, investments, protection, IHT planning, and more

• Holding client meetings in-person, virtually (e.g. Microsoft Teams), or at client premises

• Preparing compliant financial planning reports supported by a full back-office team (DIS, admin, paraplanning)

The ideal candidate will bring a mix of technical expertise and strong interpersonal skills.Essential:

• Level 4 Diploma in Regulated Financial Planning (or equivalent)

• FCA-authorised and approved (CF30)

• Strong communication and client relationship-building skills

• Experience in business development, networking, and client acquisition

• High standard of professional ethics and regulatory compliance

• Competency in using IT platforms including virtual meeting software and CRM tools

Whether joining as employed or self-employed, advisers will receive extensive support and opportunity to grow their business:

• Full DIS, administration, and paraplanning support

• Efficient in-house platform (XPlan POS) for streamlined advice delivery

• Access to a trusted brand and client-centric proposition

• Support with client acquisition and business growth

• Ongoing learning and development culture

• Practice Buy-Out options for long-term exit planning

• Marketing and consultative support to enhance adviser visibility

• Flexibility to work from home with full infrastructure provided