Financial Adviser

Ortus PSR Ltd.; Nottingham; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

A national IFA firm offers an exciting opportunity for experienced Financial Advisers to leverage client referrals and business growth potential. With comprehensive support and a strong brand, you can independently manage your clientele while benefiting from flexible working arrangements and uncapped earning potential.

Benefits

Flexible Working

Back-office support

Marketing and paraplanning support

High earning potential with bonuses

Access to client referrals and leads

Qualifications

• Minimum £10M of transferable AUM with strong client relationships.
• Proactive and entrepreneurial mindset with confidence in prospecting.
• Level 4 Diploma in Financial Planning, CAS status preferred.

Responsibilities

• Building a legacy by managing client relationships and developing business.
• Accessing back-office support for compliance and lead generation.
• Spending time on client servicing and business development.

Skills

Business development

Prospecting

Client relationship management

Education

Level 4 Diploma in Financial Planning

Job description

Build Your Legacy with a National IFA: Adviser Opportunity with Client Referrals & Growth Potential

Are you an ambitious Financial Adviser with a transferable book of clients after covenants and the drive to grow your business within a nationally recognised IFA firm? This is your opportunity to join a forward-thinking, client-centric Wealth Management business offering the perfect blend of independence, support, and sustainable client acquisition.

Salary Range £60,000 - £90,000 Earning potential £140,000 uncapped bonuses

The Opportunity

We’re working with a leading national IFA firm that is actively expanding its adviser team. With a robust infrastructure, full compliance support, and a steady stream of qualified leads from both digital and professional introducers, this firm is positioned to support ambitious Advisers looking to scale.

Whether you're a self-employed Adviser seeking greater access to clients and marketing support, or currently employed and ready to take control of your future, this firm offers an environment where your ambition is matched with tangible resources and growth opportunities.

• Access to full back-office support, marketing, compliance, and lead generation
• Opportunity to build long-term capital value in your client book
• Comfortable balancing both client servicing and business development responsibilities.

What’s in it for you?

• Client Referrals & Qualified Leads: Receive a regular flow of warm client introductions through strategic partnerships and a highly effective online presence.
• Marketing & Paraplanning Support: Focus on client relationships while the central team supports you with admin, paraplanning and compliance.
• High Earning Potential: Uncapped earnings with a competitive revenue share model and bonus incentives.
• National Brand, Local Focus: Benefit from the credibility of a nationally recognised brand with the agility of a regionally focused service.
• Flexible Working: Freedom to manage your own diary, with hybrid and remote options available.

The Ideal Candidate

• Minimum £10M of transferable AUM, with strong, portable client relationships after covenant.
• A natural business developer – proactive, entrepreneurial, and confident in prospecting and converting new opportunities.
• Level 4 Diploma in Financial Planning (minimum), with CAS status preferred.