Financial Adviser

Ortus PSR Ltd; Southampton; Hybrid; GBP 70,000 - 75,000; Full time

Benefits offered by this job

Private medical insurance

Company pension

Generous annual leave entitlement

Professional membership and training

Ongoing coaching and professional dev

Free parking

Additional employee benefits

Job summary

Ortus PSR Ltd in Southampton is seeking an experienced Financial Adviser to service an established client bank and conduct regular reviews. You will build long-term relationships and advise new clients introduced through the firm, with administration and paraplanning support to focus on quality advice.

The role emphasizes client outcomes and professional standards over sales targets, with a predominantly office-based pattern and some flexible remote work depending on client appointments.

Qualifications

• Minimum five years' experience as a Financial Adviser.
• Level 4 Diploma in Regulated Financial Planning or equivalent.
• Chartered status advantageous but not essential.
• Experience servicing and developing client relationships.
• Strong communication skills and a client-focused approach.
• Someone who enjoys working collaboratively within a smaller team.

Responsibilities

• Servicing an established portfolio of clients and conducting annual reviews.
• Building long-term relationships with clients.
• Advising new clients introduced through the business.
• Administration, client relationship management and paraplanning support enabling focused advice.
• Performance measured by client outcomes and service quality rather than revenue targets.

Skills

Five years experience

Client relationships

Communication skills

Team collaboration

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Financial Adviser – Established Client Bank

Location: Southampton

Salary: £70,000–£75,000 + Benefits

Working pattern: Predominantly office-based

An established client bank, a strong basic salary and no requirement to bring clients with you.

Ortus PSR is working with an established Independent Financial Planning firm in Hampshire looking to appoint an experienced Financial Adviser.

This is an opportunity to join a close-knit, independent business with an existing client bank ready to be serviced, a consistent flow of new enquiries and a genuine focus on delivering high-quality financial advice rather than chasing sales targets.

The Opportunity

You’ll take responsibility for servicing an established portfolio of clients, conducting annual reviews and building long-term relationships, while also advising new clients introduced through the business.

The majority of your time will be spent working with existing clients, although there is plenty of opportunity to develop new relationships through referrals and enquiries generated by the firm.

You’ll benefit from administration, client relationship management and paraplanning support, allowing you to concentrate on delivering advice.

Performance is measured primarily through client outcomes, service quality and professional standards rather than revenue targets.

What Makes This Opportunity Different?

• Established client bank: Existing clients to service from day one.
• No requirement to bring clients: The business already has clients and generates new enquiries.
• £70,000–£75,000 basic salary: No reliance on sales-related bonuses.
• Independent advice: A focus on suitable advice and long-term client relationships.
• Protected administration time: One dedicated day each week without client meetings.
• Strong support: Access to administration, client relationship management and paraplanning resources.
• Professional development: Support towards Chartered status and funded CPD.
• Broader opportunities: Potential to develop expertise in estate planning, with funded training and salary progression.

What We're Looking For

• Minimum five years' experience as a Financial Adviser.
• Level 4 Diploma in Regulated Financial Planning or equivalent.
• Chartered status advantageous but not essential.
• Experience servicing and developing client relationships.
• Strong communication skills and a client-focused approach.
• Someone who enjoys working collaboratively within a smaller team.

Salary & Benefits

• £70,000–£75,000 basic salary
• Private medical insurance
• Company pension
• Generous annual leave entitlement
• Professional membership and qualification support
• Ongoing coaching and professional development
• Free parking
• Additional employee benefits

Working Arrangements

This is a predominantly office-based position in Hampshire, with some flexibility for remote working depending on client appointments.