Senior Financial Adviser

Ortus PSR Ltd.; Huddersfield; Hybrid; GBP 100,000 - 150,000; Full time

Job summary

A prestigious whole-of-market Independent Financial Adviser firm is seeking an experienced Independent Financial Adviser to join their growing team in London. With a competitive salary of up to £150,000 and a unique bonus structure offering 100% on inflow, this role promises exceptional earning potential and professional growth. You will deliver tailored financial planning advice across various domains, supported by a dedicated paraplanning and administrative team, ensuring excellent client service and relationship building.

Benefits

Comprehensive Support

Unrivalled Earning Potential

Whole of Market Access

Flexibility

Established Reputation

Qualifications

• Proven experience as an Independent Financial Adviser with strong track record.
• Qualifications in Regulated Financial Planning as minimum.
• Ability to build trust with high-net-worth clients.

Responsibilities

• Build and manage a portfolio of clients delivering tailored financial advice.
• Develop strong relationships with clients to create bespoke solutions.
• Leverage whole-of-market access for unbiased financial advice.

Skills

Business Development

Client Retention

Financial Planning

Client Relationship Management

Education

Diploma in Regulated Financial Planning (DipPFS)

Chartered status

Job description

Independent Financial Adviser – London
Salary: Up to £150,000 + Bonus (100% on inflow)

Are you an experienced Independent Financial Adviser looking to take your career to the next level in a dynamic, client-focused environment? A prestigious, whole-of-market IFA firm is developing its footing in London and is offering a fantastic opportunity to join their growing team, with a competitive salary of up to £150,000 and an industry-leading bonus structure providing 100% on inflow.

Why Join This Firm?

This is your chance to be part of a highly regarded, truly independent IFA firm known for delivering tailored, holistic financial advice. With a reputation for excellence and innovation, the firm offers full access to the whole market, empowering you to deliver bespoke solutions that meet the unique needs of each client.

As part of their team, you’ll benefit from:

• Comprehensive Support: First-class Paraplanning and Administrative support, so you can focus on client relationships and business development.
• Unrivalled Earning Potential: A transparent and rewarding bonus structure, offering 100% of inflow to maximise your income.
• Whole of Market Access: Provide independent advice on pensions, investments, tax planning, protection, and more.
• Flexibility: Hybrid working arrangements to suit your needs and enhance work-life balance.
• Established Reputation: A firm with an impressive track record, enabling you to attract and retain high-net-worth clients.

What’s in It for You?

• Salary: Up to £150,000, commensurate with your experience and skills.
• Bonus Structure: Earn 100% of inflow, with uncapped potential.
• Career Growth: Be part of a forward-thinking firm that values professional development and recognises success.
• Supportive Environment: Work in a collaborative and client-first culture, with access to the tools and resources you need to succeed.

Your Role

• Build and manage a portfolio of clients, delivering tailored financial planning advice across pensions, investments, protection, and tax-efficient strategies.
• Develop strong, long-term relationships with clients, understanding their goals and aspirations to create bespoke solutions.
• Leverage whole-of-market access to provide independent, unbiased advice.
• Work closely with a dedicated support team to ensure efficient service delivery and exceptional client outcomes.

What We’re Looking For

• Proven experience as an Independent Financial Adviser, with a strong track record in business development and client retention.
• Qualifications: Diploma in Regulated Financial Planning (DipPFS) as a minimum; Chartered status is highly desirable.
• A client-first mindset with the ability to build trust and deliver value to high-net-worth individuals.
• The ambition and drive to succeed in a competitive, high-reward environment.