Ortus PSR
Financial Planner | Manage a client bank | Be part of a growing firm where compliance meets ambition – and ambition is rewarded
A growing financial services firm dedicated to delivering exceptional client care and building long-term trusted relationships. The supportive environment enables advisors to thrive while maintaining the highest standards of professionalism and compliance. We are now seeking an experienced and Financial Advisor to join the team and help shape the future of our firm.
Salary: £50,000 – £65,000 + bonuses & flexible working WFH
You get full Paraplanning and Admin support so you can focus on meeting clients and building relationships
As a Financial Advisor, you will be responsible for:
- Servicing and maintaining a dedicated client bank (approx. 150 households, circa 40M AUM).
- Conducting regular client reviews and completing annual suitability letters within two weeks of each meeting.
- Ensuring full compliance and maintaining thorough, accurate client files.
- Proactively generating new business and expanding your client base from the exiting clients
Your initial focus will be on:
- Servicing the existing client bank.
- Completing suitability letters promptly.
- Maintaining the highest compliance standards.
Candidate Profile
- We are seeking an experienced financial advisor who is:
- Skilled in holistic financial planning and client relationship management.
- Highly compliant, with meticulous attention to detail.
- Proactive, commercially minded, and capable of developing new business.
- Confident working with well-informed clients.
Compensation & Benefits
Base salary: £55,000 – £65,000
Compliance bonus: £8,000 for maintaining a 95% file completion rate (reduced for lower levels).
New business bonus:
10% of first £60,000
20% of £60,000 – £90,000
30% of £90,000 – £120,000
50% of earnings above £120,000
Why Join?
This role offers both challenge and reward. You will work in a dynamic environment, adapting to evolving client needs and compliance requirements, while enjoying the opportunity to grow professionally and earn significant bonuses.
To apply for this job please visit www.reed.co.uk.
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