Financial Advisor

Ortus PSR Ltd.; Bromsgrove; Remote; GBP 35,000 - 60,000; Full time

Job summary

Join a leading independent wealth management firm as an Employed Independent Financial Adviser. Benefit from a flexible remote working environment, comprehensive in-house support, and a client-first approach, all while focusing on delivering exceptional financial outcomes. This role involves building and maintaining strong client relationships through tailored financial strategies.

Benefits

Performance-based bonus and incentives

Ongoing CPD and training opportunities

Marketing and business development support

Qualifications

• Diploma in Regulated Financial Planning required.
• CF30 status needed or ability to obtain it.
• Experience in growing and managing a client bank.

Responsibilities

• Deliver holistic financial planning using the Six-Stage Advice Process.
• Regularly review clients’ circumstances and adapt plans.
• Conduct thorough fact-finding and prepare financial reports.

Skills

Client-centric approach

Interpersonal skills

Professional communication

Technology proficiency

Education

Diploma in Regulated Financial Planning (DipPFS)

Job description

Shape Your Future in Financial Advice – Join a Leading Independent Wealth Management Firm

Are you a client-first Financial Adviser seeking the stability of an employed role with the freedom to work flexibly? This is your opportunity to join a progressive, planning-led wealth management firm as an Employed Independent Financial Adviser, with the flexibility to work remotely or from one of their nationwide office locations.

This firm is renowned for its client-centric culture, strong values, and robust support infrastructure – allowing advisers to focus on delivering life-changing financial outcomes without the distractions of running a business solo.

Why Join This Wealth Management Firm?

• Remote-first flexibility with access to office space if preferred

• End-to-end in-house support – including Paraplanning, Admin, DIS, and Compliance

• A client-first advice proposition grounded in integrity and trust

• Consultative marketing and lead generation to support new business development

• A collaborative culture with continuous learning and development opportunities

• Cutting-edge tech including the XPlan POS system to streamline advice delivery

Role Overview – Employed Independent Financial Adviser

In this role, you'll work closely with clients to understand their financial goals, create clear, tailored strategies, and guide them on their journey to financial independence. While the role is home-based, there is an expectation to attend face-to-face client meetings where required, ensuring meaningful relationships are built and maintained.

Key Responsibilities

• Deliver holistic financial planning using the Six-Stage Advice Process

• Regularly review clients’ circumstances and adapt plans accordingly

• Stay up to date with financial products, legislation, and market trends

• Develop new client relationships through referrals, business planning, and marketing initiatives

• Build strong connections with introducers and centres of influence

• Conduct thorough fact-finding and prepare compliant, bespoke financial reports

• Maintain accurate and timely management information

What You'll Need to Succeed

• Diploma in Regulated Financial Planning (DipPFS) or equivalent recognised by the FCA

• Active CF30 status or the ability to obtain it

• A demonstrable client-centric approach and commitment to doing the right thing

• Strong interpersonal skills and professional communication

• Confidence in using technology and delivering advice in both digital and face-to-face settings

• Experience in growing and managing a client bank

Package & Benefits

• Competitive employed salary structure

• Performance-based bonus and incentives

• Full Paraplanning, Admin, and Compliance support

• Access to a trusted investment platform with cost-effective solutions

• Ongoing CPD, training, and career progression opportunities

• Marketing and business development support to grow your client base