Financial Adviser

Ortus PSR Ltd.; Hessle; On-site; GBP 60,000 - 70,000; Full time

Job summary

Join a growing independent Chartered Financial Practice as a Financial Adviser. You will be integral to our growth strategy, managing existing clients and acquiring new ones, with support for your professional development. Enjoy a flexible working environment and the potential for a rewarding compensation package.

Benefits

Dynamic team environment

Flexible working arrangements

Support for professional growth

Exceptional earning potential

Qualifications

• Proven financial advisory experience.
• Strong consultancy sales and relationship-building skills.
• Commitment to achieving or possessing Chartered status.

Responsibilities

• Build and nurture client relationships through exceptional service.
• Convert leads from professional introducers.
• Generate referrals by networking with professionals.
• Provide tailored financial advice to clients.
• Manage existing client portfolios while acquiring new clients.
• Receive support from a qualified Paraplanner.

Skills

Relationship Building

Consultancy Sales

Client Service

Network Generation

Education

Chartered Financial Adviser status

Job description

Join Our Ambitious Growth Journey as an Employed Financial Adviser

Are you ready to elevate your career with a thriving, independent Chartered Financial Practice in Yorkshire? The team have been serving their local community for over 20 years, managing £300 million in assets. Following a recent restructuring, they are embarking on an ambitious growth strategy over the next 5 years and we want you to be part of our success story.

As a Financial Adviser you will tasked with growing an existing client bank of circca £15Million AUM, you’ll play a key role in driving our growth strategy.

Why Join Us?

• Be part of a dynamic team: The team believe in diversity and supporting each other and there is a genuine desire from the management team to develop their staff and enrich their lives
• Flexible working environment: Enjoy a hybrid role with no mandated office days—balance office time, client meetings, and working from home.
• Support for your growth: Whether you’re already Chartered or working towards it, we’re here to support your professional development.
• Exceptional earning potential: Total compensation potential of £60,000–£70,000 per year based on targets being hit.

About the Role

• Building and nurturing client relationships through exceptional service and trust-building.
• Converting leads from professional introducers and online enquires (64% conversion rate)
• Generating referrals by networking with accountants, solicitors, and other professionals.
• Providing expert financial advice tailored to individual client needs.
• Combining new client acquisition with managing existing client portfolios.
• Receive 1-2-1 support from a qualified Paraplanner so you can fucus on budling relationship with existing and new customers

What We’re Looking For

• Proven financial advisory experience, with strong consultancy sales and relationship-building skills.
• A commitment to achieving Chartered status (or already Chartered).
• A passion for delivering exceptional client outcomes and driving new business growth.

Why We’re Different

We’re not just hiring employees—we’re looking for partners who share our vision. We’re committed to fostering a supportive, collaborative, and inclusive environment where you can thrive.

Next Steps

Ready to take the next step in your career with a forward-thinking, community-focused firm? Apply today and be part of our ambitious journey.

If you have any questions, don’t hesitate to get in touch. We’re excited to hear from you!