Trainee Financial Advisor

Ortus PSR Ltd.; City Of London; On-site; GBP 45,000 - 65,000; Full time

Job summary

A London-based wealth planning firm is looking for a motivated individual to transition into a Financial Adviser role. You will work closely with the lead adviser, developing client strategies and preparing financial plans. The firm offers structured mentoring, support for professional qualifications, and a dynamic team environment focused on shared success.

Benefits

Discretionary performance bonus

25 days holiday + bank holidays

Pension scheme (post-probation)

Access to industry events and networking

Qualifications

• Currently in paraplanning, technical consultant or associate planner role.
• Ready to take the next step into advice with mentorship support.
• Confident in retirement planning, cashflow modelling and tax strategy.

Responsibilities

• Work alongside the lead adviser to shape client strategies.
• Prepare high-quality financial plans across various areas.
• Take on increasing levels of client responsibility as you progress.

Skills

Technical expertise in financial planning

Excellent communication skills

Ability to simplify complex concepts

Motivated and committed

Education

Diploma-qualified and working towards Chartered

Job description

Ready to step into advice but not sure where you'll get the support?
This is your chance to move into a Financial Adviser role with clarity, structure, and full backing. Whether you're a senior paraplanner, associate planner, or technical consultant ready for your own client bank — this is where your next chapter starts.

About the Role

We’re working with a rapidly expanding London-based wealth planning firm that’s changing the game for financial advice accessibility. Founded by an experienced planner determined to do things differently, the business has grown fast — building a loyal HNW client base and a standout reputation for values-led advice.

Now, they’re looking for someone technically excellent who’s ready to transition into a client-facing advisory position within 12–18 months. This role blends hands-on planning work with exposure to clients, strategic input, and full support to become a trusted adviser in your own right.

Why This Firm?

You’ll be joining a tight, driven team where ambition is matched by support. It’s a culture built on energy, trust, and shared success — not hierarchy. You’ll work directly alongside the founder, benefit from structured mentoring, and have clear, achievable milestones toward full advisory status.

Location

• London

Salary & Package

• £45,000 – £65,000 depending on experience
• Discretionary performance bonus
• 25 days holiday + bank holidays
• Pension scheme (post-probation)
• Full support for professional qualifications (to Chartered)
• Access to industry events, networking, and team socials

What You’ll Do

• Work alongside the lead adviser to shape client strategies and recommendations
• Support in meetings, learning how to lead client conversations and build long-term relationships
• Prepare high-quality financial plans and reports across pensions, investments, tax and protection
• Carry out technical research and ensure all advice meets regulatory standards
• Take on increasing levels of client responsibility as you progress
• Play a hands-on role in developing internal processes and mentoring junior staff

Who This Is For

• Someone currently in a paraplanning, technical consultant or associate planner role
• Ready to take the next step into advice — but looking for the right platform to do it
• Technically sharp and confident in areas like retirement planning, cashflow modelling and tax strategy
• A great communicator who can translate complexity into clarity
• Highly motivated, professional, and committed to personal growth
• Ideally Diploma-qualified and working towards Chartered

Not Just a Job – A Launchpad

This is more than a technical role. It’s a launchpad for a long-term advisory career with genuine influence, client trust and the support to succeed.