Financial Adviser

Ortus PSR Ltd.; Cheltenham; Hybrid; GBP 50,000 - 60,000; Full time

Job summary

A modern financial planning firm in Cheltenham seeks a Chartered Financial Planner. This role offers the independence to manage your client book and work within a supportive small team. With a competitive salary of £50,000 - £60,000 plus bonuses and unlimited holiday, this position allows for mostly remote work with only one in-office day a week.

Benefits

Competitive salary

Bonus

Potential equity

Unlimited holiday

High-performance culture

Qualifications

• Qualified Financial Planner with experience in providing high-quality financial advice.
• Ability to manage client relationships and outcomes effectively.
• Strong independent working capabilities in a remote environment.

Responsibilities

• Thrive in a fast-paced, small-team environment.
• Take ownership of client outcomes and business growth.
• Onboard new customers and manage leads effectively.

Skills

Client-facing financial planning

Building and managing own client book

Independent work discipline

Education

Chartered Financial Planner

Job description

Overview

Financial Planner – Join a Modern, Client-First Firm | 1 day a week in the office

A new kind of financial planning business is growing fast — and they’re looking for an exceptional Chartered Financial Planner to join their ambitious team.

This is not your typical firm. Forget bureaucracy and stale office culture: this business runs on the energy of a start-up, with the professionalism and credibility of an established practice. Lean, tech-driven, and relentlessly client-first, it offers the independence to build your own client book with the backing of a high-performance team.

The team works mostly remotely, but when they come together, it’s at a beautiful co-working space in the Cotswolds — a refreshing alternative to the corporate grind.

Salary £50,000 - £60,000 + Bonus

Responsibilities

• This role suits someone who thrives in a fast-paced, small-team environment and takes ownership of both client outcomes and business growth.
• Ability to take on new leads and onboard customers

Qualifications

• Qualified Financial Planner.
• Experienced in client-facing financial planning, delivering high-quality advice.
• Capable of building and managing your own client book, with the discipline to work independently.

What’s on Offer

• Competitive salary + bonus + potential equity.
• Mostly remote working (4 days at home, 1 in-office).
• Unlimited holiday.
• A supportive, high-performance culture.
• Exposure to complex, high-value planning cases.
• A small, ambitious team where your work is visible, valued, and expected to be outstanding.