Associate Financial Adviser

Ortus PSR Ltd.; Coventry; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

Ortus PSR Ltd., a forward-thinking financial planning firm in Coventry, is seeking an Associate Financial Adviser ready to deliver regulated advice. This role offers a structured path to becoming a fully-fledged adviser with an existing client base and a steady flow of qualified leads, alongside professional development support and hybrid working options.

Benefits

Hybrid working with access to modern offices

Full backing for CPD and further qualifications

Dedicated telesales support for lead generation

Qualifications

• Experience as a paraplanner with client-facing experience or trainee adviser is preferred.
• Demonstrated desire to progress to a client-facing advice role.

Responsibilities

• Engage with clients virtually and in person to understand their financial goals.
• Deliver holistic, compliant advice across pensions, investments, protection, and retirement planning.
• Follow up on qualified leads and maintain ongoing relationships with your allocated client base.

Skills

Communication

Relationship-Building

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Associate Financial Adviser – Build Your Future in a Firm That Invests in You

Are you ready to step into the spotlight and begin delivering regulated financial advice—with real clients, real support, and real opportunity?

A forward-thinking, independent financial planning firm is looking for an Associate Financial Adviser to join their Coventry office. This is the ideal next step for a Diploma-qualified professional seeking a clear path to becoming a fully-fledged adviser, with the benefit of an existing client base and a steady flow of qualified leads from an in-house telesales team.

Location: Coventry | Salary: £35,000 – £50,000 + Bonus | Warm Client Portfolio + Qualified Leads | Hybrid Working

What Makes This Role Stand Out

• Start with substance – Inherit a portfolio of mass affluent clients to build early momentum
• Lead generation done for you – Dedicated telesales agents will book qualified appointments straight into your diary
• Structured progression – Work alongside senior advisers and mentors as you build your confidence, skills, and income
• Hybrid working – Flexibility to balance time between the Coventry office, home, and client meetings
• Professional development – Ongoing training, supervision, and study support towards Chartered status

What You’ll Get

• Base salary: £35,000 – £45,000 depending on experience and qualifications
• Bonus scheme linked to advice activity and client outcomes
• Existing client bank + active lead generation support
• Paraplanning and admin support to keep your focus where it matters
• Full backing for CPD, further qualifications, and long-term career growth
• Hybrid working with access to modern offices in Coventry

Your Responsibilities

• Engage with clients virtually and in person to understand their financial goals
• Deliver holistic, compliant advice across pensions, investments, protection, and retirement planning
• Follow up on qualified leads and maintain ongoing relationships with your allocated client base
• Prepare and present financial recommendations under supervision as needed
• Collaborate with paraplanners and compliance teams to ensure advice quality and governance
• Stay informed of market developments and regulatory changes to support informed advice delivery

What You’ll Bring

• Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent)
• Experience in a paraplanner with client-facing experience, trainee adviser
• A genuine desire to progress into a client-facing advice role
• Strong communication and relationship-building skills