Trainee Financial Advisor

Ortus PSR; Greater London; On-site; GBP 45,000 - 65,000; Full time

Job summary

A pioneering wealth planning firm in Greater London is seeking a Financial Adviser. This role offers the chance to elevate your career with structured mentoring and the opportunity to manage a client bank. You'll engage in hands-on planning and gradually transition to a client-facing advisory position within 12–18 months. This firm values energy, trust, and shared success, providing a unique chance to thrive in the dynamic world of financial advice.

Qualifications

• Technically excellent and ready for client-facing advisory position.
• Experience as a senior paraplanner, associate planner, or technical consultant.

Responsibilities

• Engage in hands-on planning work while gaining client exposure.
• Provide strategic input and support to build a client base.

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.

Overview

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-knit, 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

Other

Discretionary ...