Financial Advisor

Ortus PSR; Crawley; Remote; GBP 60,000 - 80,000; Full time

Job summary

A growing wealth management business in the United Kingdom is seeking an ambitious Financial Adviser to join their team. This remote role offers a unique opportunity to take over an existing portfolio and deliver high-quality financial planning to private clients. Candidates will benefit from a supportive advice model and a business strategy focused on acquiring retiring adviser books. The role promises stable income and strong earnings potential by developing long-term client relationships and providing valuable advice.

Responsibilities

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

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 oneOperate fully remotely with occasional optional in-person meetingsFocus on delivering high-quality advice rather than chasing leadsWork with clients who have clear planning needs and strong engagementBenefit from ongoing acquisitions that add new clients to the teamGrow earnings quickly as you progress through adviser levels

What You’ll Do

Deliver holistic financial planning to private clientsConduct client reviews primarily via Teams or phoneIdentify planning opportunities across pensions, investments, IHT and later-life planningWork closely with a dedicated paraplanning and client support teamDevelop long-term client relationships and drive positive advice outcomesIncrease your earnings through consistent delivery and quality new business

What’s O...