Trainee Financial Adviser - Ortus PSR : Job Details

Step Into Advice – Paraplanner to Financial Adviser | Coventry | Ethically Independent

From paraplanning to trusted adviser – grow your career with a firm that values people, not products.

A leading independent financial planning firm based in Coventry is offering a rare and supported transition pathway from paraplanning to advice. This opportunity is ideal for a Level 4 Diploma qualified individual who has built a strong technical foundation and is now ready to step into a client-facing role.

Salary Up to £45,000 + Bonus

Hybrid working, work from home

This firm stands out for its genuinely people-first culture—they take pride in building long-term relationships, speaking plainly, and putting clients' goals above all else. Advisers here are not pressured to push products; instead, they are coached to offer clear, ethical, holistic advice that clients can trust for the long haul.

You’ll receive access to existing clients, structured mentoring from experienced advisers, and a regular flow of new business leads generated by a proactive in-house telemarketing team.

What Makes This Firm Different?

• Whole-of-market independence: No ties to providers—advice is always client-first
• Friendly, supportive culture: A jargon-free, ethical team environment that nurtures confidence
• Client-first approach: Trusted for giving clear, straight-talking advice without pressure
• Lead generation support: A steady stream of pre-qualified leads from an in-house marketing team
• Warm clients: Begin with existing client relationships and joint adviser meetings
• Long-term career thinking: Develop soft skills, emotional intelligence, and advice delivery at your pace

Key Responsibilities

• Step into a structured pathway to becoming a Financial Adviser, supported every step of the way
• Deliver ethical, holistic financial planning under supervision as you build confidence
• Participate in client meetings, eventually managing relationships independently
• Provide advice across pensions, investments, protection, and estate planning
• Collaborate with experienced paraplanners and support staff to ensure a smooth client journey
• Embrace ongoing development, both technical and emotional, in line with the firm’s values

What They’re Looking For

• Level 4 Diploma qualified (Regulated Financial Planning)
• Experience in paraplanning or technical client support within an IFA or wealth firm
• Strong report writing and research background
• Passion for building client relationships and making complex topics easy to understand
• A friendly, clear communicator who values doing the right thing over the quick sale
• Based in or around Coventry, with flexibility to attend in-person client meetings

This is a firm that believes great advice starts with great people. If you're ready to bring your technical skills to life with clients—ethically, clearly, and confidently—this is your ideal next step.