Independent Financial Adviser — Hybrid Role with Growth Support

Ortus PSR Ltd.; Stoke Pound; Hybrid; GBP 68,000 - 83,000; Full time

Benefits offered by this job

Salary up to £75,000 plus bonus

Self-employed option

Hybrid working in Manchester

Paraplanning and admin support

Marketing and lead generation support

Xplan access

Established brand and market presence

Ongoing professional development

Potential buyout of client book

Job summary

Ortus PSR Ltd. is seeking an Independent Financial Adviser in Manchester to join a growing wealth management team.

The role offers hybrid working and is available on employed or self-employed terms, with comprehensive paraplanning, administration and marketing support to focus on advising clients and growing the practice. The ideal candidate will deliver holistic financial planning across investments, pensions and retirement, while building long-term client relationships and developing new

Qualifications

• Qualified to Level 4 Diploma in regulated financial planning or FCA equivalent.
• Experience delivering client-focused financial advice and recommendations.
• Proven ability to attract, convert and retain clients.

Responsibilities

• Deliver holistic financial planning advice to new and existing clients.
• Conduct detailed client reviews and identify planning opportunities.
• Build and maintain long-term client relationships.
• Develop new business through referrals, networking and lead generation.
• Meet clients face-to-face and virtually as needed.
• Collaborate with paraplanning, administration and investment teams.
• Keep clients informed of regulatory, tax and market developments.
• Develop relationships with accountants, solicitors and professional introducers.
• Contribute to seminars, events, social media and marketing activity.

Skills

Regulatory proficiency

Experienced adviser

Client acquisition

Commercial focus

Relationship building

Communication

Pipeline management

Proactive & organized

Education

Level 4 Diploma in regulated financial planning (or FCA equivalent)

Tools

Xplan

Financial planning software

Job description

Ortus PSR Ltd. is seeking an Independent Financial Adviser in Manchester to join a growing wealth management team.

The role offers hybrid working and is available on employed or self-employed terms, with comprehensive paraplanning, administration and marketing support to focus on advising clients and growing the practice. The ideal candidate will deliver holistic financial planning across investments, pensions and retirement, while building long-term client relationships and developing new