Independent Financial Adviser
Ortus PSR
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Independent Financial Adviser
Yesterday by Ortus PSR
Ortus PSR jobs

Take Your Career to the Next Level: Independent Financial Adviser Opportunity

Are yoo an experienced Financial Adviser with a strong client base and assets under management (AUM) of £10–15 million or more? Or are you an aspiring professional eager to build a successful career in financial advice?

This UK-wide opportunity offers unparalleled independence, allowing advisers to truly tailor their services without being restricted

Why Join?

Industry-Leading Support: Benefit from professional indemnity (PI) cover, compliance assistance, file checking, and T&C services to ensure the highest standards.

Flexible Commission Structure: Competitive tiered rates, starting at 19% on the first £25,000 of net business, dropping to 12.5% for additional revenue. Advisers managing £10–15 million+ AUM enjoy a flat 12.5% rate.

Key Features

Growth Opportunities: Discuss options for drawdown loans for advisers with significant AUM

Autonomy: Run your practice your way, backed by a network dedicated to your success.

Role Responsibilities

Build and nurture long-term client relationships, providing bespoke financial solutions.

Deliver whole-of-market advice across pensions, investments, and holistic financial planning.

Maintain compliance standards, ensuring all advice is aligned with regulatory requirements.

Actively manage and grow AUM, ensuring consistent client satisfaction and trust.

Remuneration

With a highly competitive business split model, your earnings will reflect your expertise and success, making this an excellent opportunity to grow your business.

If you’re an experienced adviser ready for greater independence, this is your chance to thrive.

Not what you are looking for?
Reference: 54888856
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