Wealth Adviser: Elite Client Base & Growth Path

Ortus PSR Ltd.; Northampton; On-site; GBP 63,000 - 77,000; Full time

Benefits offered by this job

33 days annual leave

Pension and benefits

24-hour Employee Assistance Programme

Job summary

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

You will deliver holistic financial planning to private clients and develop long-term relationships with families and professional connections. This role sits within an established network that creates introductions and opportunities, backed by a leading UK accountancy and professional services group.

Qualifications

• Competent Adviser Status required.
• Level 4 financial planning qualification or equivalent.
• Chartered status or working towards it.
• Strong knowledge across pensions, investments, protection, tax, trusts and estate planning.
• Clear understanding of FCA regulations and compliant processes.
• Ability to build trusted relationships with clients and introducers.
• Proactive, commercially aware, client-first mindset.

Responsibilities

• Managing and developing a portfolio of private clients.
• Delivering holistic advice across pensions, investments, protection, tax planning, trusts.
• Conducting detailed financial reviews and producing tailored financial plans.
• Developing long-term relationships built on trust and client outcomes.
• Working closely with accountancy and professional services colleagues.
• Building productive relationships with professional introducers.
• Identifying opportunities to grow client relationships and the wider financial planning business.
• Maintaining consistently high standards of suitability, compliance and client care.

Skills

Competent Adviser

Level-4 FP qualification

Chartered status

Pensions knowledge

FCA regulations

Client relationships

Proactive approach

Education

Level 4 Financial Planning qualification or equivalent

Job description

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

You will deliver holistic financial planning to private clients and develop long-term relationships with families and professional connections. This role sits within an established network that creates introductions and opportunities, backed by a leading UK accountancy and professional services group.