Ortus PSR
Financial Adviser / Wealth Manager – City of London | Hybrid | Up to £130,000 + 50% Bonus + Equity
Salary: Up to £130,000 base (DOE) + .42% bonus on new AUM + 10% discretionary annual bonus + share options
Working pattern: Hybrid — 2 days per week in the office
We are working with an independent manager-owned boutique wealth management firm based in the City of London to recruit an experienced Financial Adviser or Wealth Manager on a permanent, hybrid basis.
This is a rare opening at a firm that combines the personalised service of a boutique with the full infrastructure of a larger organisation — in-house discretionary investment management, dedicated paraplanners, compliance professionals, marketing support, and warm inbound leads. You will advise high-net-worth individuals and families on complex financial needs across investments, pensions, tax, and estate planning, with a client AUM profile typically ranging from £500k to £10m+.
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This role would suit an Adviser who thrives on developing new client relationships and has a proven approach to new business acquisition, but is seeking the backing of a forward-thinking firm. You’ll receive full financial support, backed by a strong operational infrastructure, giving you the platform to accelerate your growth and maximise your potential.
COMPENSATION AND BENEFITS
– Base salary up to £130,000 depending on experience
– .42% bonus on new AUM introduced (threshold of £625,000 a quarter) — example: onboard £10m AUM and earn approximately £31,500 bonus
– Up to10% discretionary annual bonus
– Share option scheme — equity participation for long-term wealth creation
– Hybrid working — 2 days per week in a modern City of London office
– Warm inbound referrals and digital marketing support provided
– Top-quartile investment portfolios managed by an in-house investment team
– Full paraplanning and compliance support
WHAT YOU WILL BE DOING
- Advising HNW clients across a broad range of financial matters including investments, pensions, tax planning, and estate planning
- Building strong, trust-based client relationships and conducting regular portfolio and financial plan reviews
- Developing new business through referrals, professional networking, and strategic partnerships
- Collaborating with paraplanners, investment analysts, and the compliance team
- Operating in a consultative, client-first manner — no hard sales or product-pushing culture
Required:
– Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) — essential
– Solid experience delivering holistic financial advice to HNW clients with complex needs
– Proven ability to build and retain client relationships and grow AUM
– Confident in new client acquisition through referrals and professional networks
– Entrepreneurial mindset balanced with appreciation for structure and support
Desirable:
– Chartered Financial Planner status or working towards it
– Experience advising clients in the £500k–£10m+ AUM range
To apply for this job please visit www.reed.co.uk.
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