Ortus PSR
Join Our Ambitious Growth Journey as an Employed Financial Adviser
Are you ready to elevate your career with a thriving, independent Chartered Financial Practice in Yorkshire? The team have been serving their local community for over 20 years, managing £300 million in assets. Following a recent restructuring, they are embarking on an ambitious growth strategy over the next 5 years and we want you to be part of our success story.
As a Financial Adviser you will be tasked with growing an existing client bank of HNW clients across the region of circa £15Million AUM. You will play a key role in driving the firm's growth strategy, working closely with the senior management team to onboard new clients.
Starting salary: £40,000 – £50,000 + Bonus (earn money on everything written no validation)
Why Join Us?
- Be part of a dynamic team: The team believe in diversity and supporting each other and there is a genuine desire from the management team to develop their staff and enrich their lives
- Flexible working environment: Enjoy a hybrid role with no mandated office days—balance office time, client meetings, and working from home.
- Support for your growth: Whether you’re already Chartered or working towards it, we’re here to support your professional development.
- Exceptional earning potential: Total compensation potential of £60,000–£70,000 per year based on targets being hit.
About the Role
- Building and nurturing client relationships through exceptional service and trust-building.
- Converting leads from professional introducers and online enquires (64% conversion rate)
- Generating referrals by networking with accountants, solicitors, and other professionals.
- Providing expert financial advice tailored to individual client needs.
- Combining new client acquisition with managing existing client portfolios.
- Receive 1-2-1 support from a qualified Paraplanner so you can fucus on budling relationship with existing and new customers
What We’re Looking For
- Proven financial advisory experience, with strong consultancy sales and relationship-building skills.
- A commitment to achieving Chartered status, Level 4 Diploma completed
- A passion for delivering exceptional client outcomes and driving new business growth.
Why We’re Different
We’re not just hiring employees—we’re looking for partners who share our vision. We’re committed to fostering a supportive, collaborative, and inclusive environment where you can thrive.
Next Steps
Ready to take the next step in your career with a forward-thinking, community-focused firm? Apply today and be part of our ambitious journey.
If you have any questions, don’t hesitate to get in touch. We’re excited to hear from you!
To apply for this job please visit www.reed.co.uk.
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