Financial Adviser

Ortus PSR Ltd.; Christchurch; Hybrid; GBP 59,000 - 70,000; Full time

Job summary

A leading wealth management firm in the UK is seeking an experienced Financial Adviser to manage a portfolio of high-net-worth clients. The successful candidate will provide holistic financial advice, build long-lasting relationships, and work within a supportive team environment. With a competitive salary of up to £70,000 plus bonuses, this role offers hybrid working flexibility and full back-office support.

Benefits

Up to £20,000 annual bonus

Full back-office support

Hybrid working model

Qualifications

• Experience as a Financial Adviser or Financial Planner.
• Experience working with HNW clients, managing complex financial scenarios.
• Chartered status beneficial but not essential.

Responsibilities

• Manage a ready-made client book acquired through retirement-led business succession.
• Deliver holistic financial planning and advice to high-net-worth clients.
• Build trusted, long-term relationships with clients.

Skills

Strong interpersonal skills

Ability to build long-lasting client relationships

Collaborative, team-oriented approach

Familiarity with cashflow modelling software

Education

Level 4 Diploma in Financial Planning (CII, LIBF or equivalent)

Job description

Financial Adviser – HNW Clients | Whole of Market | Culture-Led Firm

This independent, values-driven wealth management firm specialises in acquiring IFA practices from retiring advisers to ensure continuity and care for clients. With over £500 million in assets under management, the business has built a strong reputation for ethical advice, long-term client relationships, and a supportive internal culture. Rather than focusing on aggressive marketing, this firm grows organically through referrals and trust, offering a collaborative team environment where integrity comes first.

This is a rare opportunity for a Financial Adviser to take over a fully serviced book of 75–90 high-net-worth client households, many with portfolios exceeding £1M. The adviser will focus on building trust and delivering exceptional service, supported by a full paraplanning and administrative team.

Salary up to £70,000 + Bonus & hybrid working model

This role suits an experienced Independent Financial Adviser (IFA) who thrives in a culture-led, whole-of-market firm where client care is prioritised over sales targets.

Responsibilities

• Seamlessly take over and manage a ready-made client book acquired through retirement-led business succession
• Deliver holistic financial planning and advice to high-net-worth clients across pensions, investments, tax planning, and estate strategies
• Build trusted, long-term relationships with clients by focusing on ethical, goals-based financial planning
• Collaborate with paraplanners, administrators, compliance teams, and external professionals such as solicitors and accountants
• Contribute to the team culture by working closely within a pod of advisers and support staff

Key Highlights of the Opportunity

• Join a Whole of Market Wealth Management firm with access to unrestricted product choice
• Step into an existing book of 75–90 HNW client households—no cold calling or lead chasing
• Enjoy full back-office support, allowing more time for client-facing activity and strategic planning
• Deliver advice to clients with complex financial needs, typically with assets over £1M
• Work in a hybrid model, blending the flexibility of home working with the community of a team-led office
• Progress your career in an environment that values integrity, collaboration, and outcomes over sales metrics
• Earn bonuses up to £20,000 annually, in addition to a competitive base salary and transparent fee-split model
• Ideal for advisers looking to grow their own client book over time, supported by continuous firm-led acquisitions

Requirements

• Experience as a Financial Adviser or Financial Planner
• Experience working with HNW clients, managing complex financial scenarios
• Level 4 Diploma in Financial Planning (CII, LIBF or equivalent); Chartered status beneficial but not essential
• Strong interpersonal skills and a proven ability to build long-lasting client relationships
• A collaborative, team-oriented approach and respect for operational teams
• Familiarity with cashflow modelling software