Financial Adviser

Ortus PSR Ltd.; Bromsgrove; On-site; GBP 80,000 - 120,000; Full time

Job summary

A leading financial planning firm is seeking a motivated Independent Financial Adviser to join their team in Newbury. This full-time position offers access to a ready-made client bank of high-net-worth individuals, competitive salary, and comprehensive support for client engagement.

Benefits

Comprehensive Paraplanning and Administration support

In-house lead generation and marketing support

Qualifications

• Holds a Diploma in Regulated Financial Planning and maintains CF30 status.
• Demonstrates a strong client-first mindset with polished interpersonal skills.
• Experienced in managing HNW relationships.

Responsibilities

• Service and manage a substantial client bank of HNW clients.
• Identify opportunities for additional advice and revenue generation.
• Conduct comprehensive reviews of clients’ financial circumstances.

Skills

Client-first mindset

Interpersonal skills

Technology usage

Education

Diploma in Regulated Financial Planning

Job description

Independent Financial Adviser – Newbury (Employed Role, Full Client Bank Provided)

A progressive, client-focused, financial planning-led wealth management firm is seeking an experienced and motivated Independent Financial Adviser to join their growing team in the Newbury area. This is a full-time employed position, offering immediate access to a ready-made client bank of high-net-worth (HNW) individuals requiring ongoing advice and service.

Salary up to £80,000 - Earning potential circa £120,000

In addition to servicing an existing portfolio, the Adviser will be encouraged and supported to develop new client relationships and revenue opportunities, with full infrastructure in place to ensure success.

Role Overview:

The Adviser will work closely with a prestigious client base to understand their evolving financial goals and deliver clear, tailored strategies designed to build long-term financial security. The firm offers flexibility with home-based/remote working, access to local office facilities, and an expectation of attending face-to-face client meetings.

Key Responsibilities:

• Service and manage a substantial client bank of HNW clients, delivering exceptional ongoing advice and relationship management.

• Identify opportunities for additional advice and revenue generation, supporting clients' wider financial planning needs.

• Develop new business opportunities through personal networking, referrals, and firm-supported marketing initiatives.

• Maintain strong relationships with clients and introducers through regular, proactive communication and meetings (in-person and virtual).

• Conduct comprehensive reviews of clients’ financial circumstances and produce high-quality financial planning reports across all advice areas.

• Provide timely, accurate management information as required.

The Ideal Candidate:

• Holds a Diploma in Regulated Financial Planning (or FCA-approved equivalent) and maintains CF30 status.

• Demonstrates a strong client-first mindset with polished interpersonal skills and a professional, credible approach.

• Confident with using technology and virtual communication tools to support client engagement.

• Experienced in managing HNW relationships and identifying broader planning opportunities.

• Motivated to build new relationships while providing outstanding service to an established client bank.

What’s Offered:

• A ready-made bank of High-Net-Worth clients to service immediately.

• Full employed status with competitive salary and bonus structure.

• Comprehensive Paraplanning and Administration support to allow advisers to focus on client-facing activities.

• A trusted brand with a client-centric proposition and a strong culture of professional development.

• In-house lead generation and marketing support.

• Access to an efficient, cost-effective platform and cutting-edge CRM systems.

This is a rare opportunity for a professional Financial Adviser to step into an established portfolio, with the full backing of an experienced support team and a firm committed to adviser success.