Desk-Based Financial Adviser - Build Client Wealth

Ortus PSR Ltd.; West of England; On-site; GBP 40,000 - 50,000; Full time

Job summary

Ortus PSR Ltd. is seeking a desk-based Financial Adviser in the UK to provide regulated advice on investments, pensions, protection and tax planning by phone and Teams, supported by a central investment proposition.

You will review clients’ financial circumstances, prepare personalised plans, and build long‑term relationships in a collaborative team that values integrity and continuous development. The role offers a structured environment with ongoing professional development, CPD, and

Qualifications

• Level 4 Diploma in Regulated Financial Planning (CII, CISI or equivalent).
• Demonstrable experience providing regulated financial advice.
• Up-to-date CPD record.

Responsibilities

• Provide regulated financial advice across investments, pensions, protection and tax planning, normally over the phone or via Microsoft Teams
• Review clients’ financial circumstances, needs and objectives in depth
• Recommend suitable solutions using a centralised investment proposition
• Prepare and present clear, personalised financial plans and suitability reports
• Build strong client relationships through engaging regular reviews and proactive communication
• Identify vulnerable clients and take extra care where needed
• Contribute to business growth by developing existing client relationships, identifying new opportunities and supporting marketing initiatives

Skills

Communication

FCA regulations

Financial knowledge

Relationship building

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Ortus PSR Ltd. is seeking a desk-based Financial Adviser in the UK to provide regulated advice on investments, pensions, protection and tax planning by phone and Teams, supported by a central investment proposition.

You will review clients’ financial circumstances, prepare personalised plans, and build long‑term relationships in a collaborative team that values integrity and continuous development. The role offers a structured environment with ongoing professional development, CPD, and