Financial Advisor

Ortus PSR Ltd.; Remote; GBP 75,000; Full time

Job summary

A leading wealth management firm in the UK is seeking an ambitious Financial Adviser to deliver holistic financial planning and manage an established client base fully remotely. The role offers a salary of up to £75,000 in the first year, a quarterly bonus, and a full support package without the need for cold prospecting. Ideal candidates will be Diploma-qualified with over 2 years of experience. This is an excellent opportunity for those wanting to grow their career in a stable environment.

Benefits

Quarterly bonus

Car allowance

5% employer pension contribution

Annual profit share

25 days holiday plus Christmas shutdown

Life cover and full benefits package

Professional development support

Qualifications

• 2+ years’ experience in delivering financial advice.
• Strong communicator comfortable with virtual client meetings.
• Ambitious, client-focused, and looking for long-term career progression.

Responsibilities

• Deliver holistic financial planning to private clients.
• Conduct client reviews primarily via Teams or phone.
• Identify planning opportunities across pensions, investments, IHT and later-life planning.

Skills

Strong communication skills

Holistic financial planning

Client relationship management

Education

Diploma-qualified Financial Adviser (CAS preferred)

Job description

A rapidly growing wealth management business is expanding its Private Client division and is looking for an ambitious Financial Adviser to join its employed team. This is a rare opportunity to step straight into an established, warm client base while working fully remotely and benefiting from a modern, well-supported advice model.

You’ll join a business that continues to acquire retiring adviser books, meaning new clients flow into the team consistently. This creates stable ongoing income and strong potential for new business from high-quality, long-standing client relationships.

The Opportunity

• Take over an existing portfolio from day one
• Operate fully remotely with occasional optional in-person meetings
• Focus on delivering high-quality advice rather than chasing leads
• Work with clients who have clear planning needs and strong engagement
• Benefit from ongoing acquisitions that add new clients to the team
• Grow earnings quickly as you progress through adviser levels

What You’ll Do

• Deliver holistic financial planning to private clients
• Conduct client reviews primarily via Teams or phone
• Identify planning opportunities across pensions, investments, IHT and later-life planning
• Work closely with a dedicated paraplanning and client support team
• Develop long-term client relationships and drive positive advice outcomes
• Increase your earnings through consistent delivery and quality new business

What’s On Offer

• Salary achievable up to £75,000 in year one (OTE)
• Fully remote working with nationwide infrastructure
• Quarterly bonus with no validation thresholds
• Car allowance
• 5% employer pension contribution
• Annual profit share
• 25 days holiday plus Christmas shutdown
• Life cover and full benefits package
• Full paraplanning, client-care and admin support
• Professional development including chartership support

Why This Role Stands Out

• No requirement to build a client bank from scratch
• No cold prospecting or lead chasing
• No validation hurdles before bonus is earned
• Clear progression pathway with increasing bonus rates
• A modern, acquisition-led model creating stable long-term earnings

Who This Suits

• Diploma-qualified Financial Adviser (CAS preferred)
• 2+ years’ experience in delivering financial advice
• Strong communicator comfortable with virtual client meetings
• Ambitious, client-focused and looking for long-term career progression
• Motivated by a stable employed model with real earning potential

Apply Now

If you want a fully remote adviser role with genuine support, warm clients and a realistic first-year earning potential of up to £70,000, this is one of the strongest opportunities in the Surrey market.