Financial Adviser

Ortus PSR; Wakefield; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in Wakefield seeks an ambitious Financial Adviser to build and expand a client portfolio. You'll receive full paraplanning and admin support, alongside resources for business development. This role offers excellent potential for growth and the opportunity to inherit clients as you demonstrate success. Ideal candidates are driven by client relationships and have experience in financial planning. Attractive compensation package including validation and bonuses available.

Benefits

Validation is 1.2x basic with 25% bonus thereafter

Full paraplanning and admin support

Centrally generated leads

Sponsorship towards Chartered status

Potential to inherit clients

Qualifications

• Ambitious with a drive for new business and client acquisition.
• Ability to build and grow client relationships.
• Experience in financial planning across pensions, investments, protection, and estate planning.

Responsibilities

• Building and expanding your own client portfolio through networking.
• Delivering seminars and events to attract new clients.
• Forming strategic partnerships with solicitors and accountants.

Job description

We’re partnered with one of the UK’s most respected wealth management businesses to offer an exceptional opportunity for an ambitious Financial Adviser in Wakefield.

If you’re driven by new business, client acquisition, and long-term growth, this is your chance to build something exceptional with the backing of a national brand that invests heavily in its advisers’ success.

You’ll have the freedom to focus on winning and growing client relationships, with full paraplanning, administrative, and lead generation support behind you.

What’s in it for you?

• Validation is 1.2x basic with 25% bonus thereafter
• Full paraplanning and admin support so you can focus on clients
• Centrally generated leads and business development resources
• Sponsorship towards Chartered status
• Potential to inherit clients once growth is proven
• Work with a firm with the scale, brand, and infrastructure to help you achieve your full potential

Your focus will be :

• Building and expanding your own client portfolio through networking, referrals, and professional connections
• Delivering seminars and events to attract new clients
• Forming strategic partnerships with solicitors, accountants, and other introducers
• Providing first‑class financial planning across pensions, investments, protection, and estate planning

What we’re looking for :

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