Financial Adviser
Ortus PSR
Job image banner
Financial Adviser
2 days ago by Ortus PSR
Ortus PSR jobs

Financial Planner | Work from Home | Up to £80,000 (D.O.E) + Uncapped Bonus

Expert Advice. Personal Service. An existing client base to develop.

Are you an experienced Financial Planner looking for a role that gives you the freedom to focus on what truly matters—your clients? Join a firm that puts people first, offering the support, flexibility, and earning potential you need to thrive.

This is a unique work-from-home opportunity with an existing client base, full administrative and paraplanning support, allowing you to dedicate your time to building and managing client relationships. With a strong lead-generation system in place, a highly regarded brand, and a commitment to long-term financial planning, this is your chance to take your career to new heights.

Why Choose this firm?

Work from Home – Enjoy full flexibility while receiving outstanding back-office support.

Lucrative Earnings – Competitive basic salary up to £80,000, with most advisers earning circa £140,000 and top performers exceeding £200,000.

Full Administrative & Paraplanning Support – So you can focus on advising, not paperwork.

A Strong Pipeline of Clients – Benefit from high-quality leads and referrals.

Client-Centric Approach – No hard sales targets—success is measured by the relationships you build.

Your Role

Provide holistic financial advice to a portfolio of HNW clients.

Work closely with paraplanners and administrators to ensure seamless client service.

Utilise the firm’s market-leading tools and research to provide well-informed financial plans.

Maintain strong client relationships while developing new business opportunities.

Ready for a role that rewards your expertise and supports your success? Apply today and take your career forward with a firm that believes in partnership, professionalism, and putting clients first.

What We’re Looking For

Experienced Wealth Manager / IFA, confident in advising  clients.

Diploma Level 4 qualified (CII, CISI, or equivalent)—Chartered status is a plus.

A proven track record of managing and growing a book of clients.

Strong technical knowledge across investments, pensions, tax planning, and estate planning.

A client-first approach, delivering bespoke financial solutions with trust and integrity.

Reference: 54896277
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
AddCheck MarkClockLocationSalaryHomeEye