Financial Advisor

2 weeks ago

Bromsgrove, Worcestershire, United Kingdom Ortus Psr Full time £80,000 - £120,000 per year
Independent Financial Adviser - Burgess Hill (Hybrid or Remote)
A leading, forward-thinking wealth management firm is expanding its adviser team and is seeking experienced Independent Financial Advisers (IFAs) to join on an employed basis.

The firm is recognised for its client-centric, financial planning-led approach and provides advisers with the tools, infrastructure, and flexibility to deliver exceptional client outcomes. With full administrative and paraplanning support, a respected brand, and a collaborative culture, advisers are empowered to focus on building long-term relationships and growing their business.

Recent strategic developments have further strengthened the firm's proposition:
  • The launch of an advanced online lead generation system, delivering a consistent flow of qualified client opportunities.
  • The planned retirement of several long-standing advisers, providing the chance to inherit established client relationships.
  • The acquisition of a legal firm, bringing estate and legacy planning services in-house and enabling clients to benefit from a fully integrated financial and legal offering.
This is an excellent opportunity to join a forward-thinking business that invests in its people, its clients, and its future.
Salary up to £80,000 & potential to earn over £120,000 with a strong bonus system
Key Responsibilities

The successful Independent Financial Adviser will be responsible for delivering holistic, compliant, and client-focused financial advice. Core duties include:
  • Managing the Six-Stage Advice Process to ensure high-quality client outcomes
  • Reviewing and updating client financial plans in line with changing objectives
  • Building and maintaining strong relationships with clients and professional introducers
  • Leveraging the firm's digital marketing and lead generation systems to attract new clients and build personal brand awareness
  • Conducting comprehensive reviews across pensions, investments, protection, inheritance tax (IHT), and estate planning
  • Holding meetings in person, virtually (e.g. Microsoft Teams), or at client premises
  • Preparing detailed and compliant financial planning reports, supported by in-house administration, paraplanning team.
Candidate Profile

The ideal candidate will demonstrate both technical proficiency and excellent interpersonal skills, with a passion for delivering first-class financial advice.

Essential requirements:
  • Level 4 Diploma in Regulated Financial Planning (or equivalent qualification)
  • FCA-authorised and approved (CF30)
  • Proven experience in financial advice, client relationship management, and business development
  • Strong ethical standards and full regulatory compliance
  • Proficiency with IT systems, CRM software, and virtual meeting platforms
Benefits and Support

Whether joining on an employed or self-employed basis, advisers benefit from an extensive support package and opportunities for long-term growth, including:
  • Full administration, paraplanning, and DIS support
  • A robust online lead generation system and client acquisition programme
  • Opportunity to inherit clients from retiring advisers
  • Integration with an in-house legal team for estate and legacy planning
  • Ongoing marketing, branding, and business development support
  • A strong culture of learning and professional development

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