Financial Adviser

1 week ago

London, Greater London, United Kingdom Ortus Psr Full time £80,000 - £100,000 per year
Financial Adviser - High-Growth Wealth Firm | London | £80K + Bonus

A fast-growing, award-winning wealth management firm is offering a rare opportunity to join their expanding team at a pivotal moment. Founded in 2024 with a mission to make high-quality financial planning more accessible, the firm has already onboarded over 60 clients and manages £40 million in AUM.

With robust lead generation systems, a strong referral network, and a Founder/CEO actively generating new business, this role is ideal for an ambitious adviser eager to partner with leadership to shape and grow a thriving client bank.
Location & Work Type
  • Location: Central London
  • Work Type: Hybrid - 4 days in-office, 1 day from home
  • Job Type: Full-time
  • Seniority: Mid to Senior Level
Responsibilities
  • Lead client meetings and onboarding sessions
  • Collaborate directly with the CEO to grow and manage the client portfolio
  • Deliver tailored, holistic financial advice to HNW and UHNW individuals
  • Conduct comprehensive fact-finding and financial needs analysis
  • Develop bespoke plans covering pensions, investments, protection, and estate planning
  • Ensure compliance with FCA regulations and internal standards
  • Contribute to marketing, networking, and business development efforts
Requirements
  • Minimum Level 4 Diploma in Regulated Financial Planning
  • Working towards or already holding Chartered Financial Planner (Level 6)
  • Experience advising HNW clients within wealth management or IFA environments
  • Exceptional communication and relationship-building skills
  • Highly self-motivated, proactive, and results-oriented
  • Comfortable in both collaborative and independent work settings
  • Proficient with Microsoft Office; experience with financial planning tools preferred
Salary & Benefits
  • Up to £80,000 basic salary (depending on experience)
  • Discretionary performance-related bonus
  • 25 days holiday + Bank Holidays
  • Company pension scheme
  • Funded support for professional qualifications
  • Access to exclusive social and networking events
  • Team lunches, socials, and client-facing functions
  • Career development and clear progression opportunities

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