Self-Employed Financial Advisor
other jobs Ortus PSR
Added before 2 hours
- England,London,City of London
- Full Time, Permanent
- £100,000 - £150,000 per annum
Job Description:
Self-Employed Financial Adviser – Market-Leading Tech & Full Client Ownership
Are you an experienced Financial Adviser ready to take full control of your clients, earnings and future? This is a rare opportunity to join a forward-thinking wealth management firm that combines cutting-edge AI technology with a boutique, high-touch service model — empowering advisers to scale faster, work smarter and deliver an exceptional client experience.
We’re looking to connect with driven, high-quality advisers who want either to grow significantly or to find the perfect long-term home for their clients before retirement.
The Proposition
• Self-employed model with full client ownership
• 70% revenue share with all core costs covered (PI, compliance, paraplanning and tech)
• Seamless AI integration that automates meeting notes, report writing and annual reviews — same-day turnaround on reports
• Access to lead-generation options if desired (reduced split with joint ownership)
• Comprehensive infrastructure and support allowing you to focus entirely on client relationships and business growth
Why This Stands Out
• Advisers typically manage 120–150 clients elsewhere — here, AI efficiency allows you to handle 300+ without additional admin burden
• No paraplanning delays or costs: suitability and review reports produced in minutes, not weeks
• Freedom to scale or plan a future exit with the option to sell your book when you retire
• Boutique culture that values quality, autonomy and work-life balance
• Backed by an established investment group with UK and offshore capability
Ideal Candidate
• Chartered or Diploma-qualified Financial Adviser / IFA
• Minimum £10–15m transferable AUM (flexible for outstanding growth-minded advisers)
• Demonstrable track record of client acquisition and retention
• Entrepreneurial mindset, comfortable operating independently within a collaborative, tech-driven environment
• London-based preferred, though flexible for exceptional candidates elsewhere
If you’re an experienced adviser seeking freedom, ownership and the industry’s most advanced technology to simplify your business, this is an outstanding opportunity to transform the way you work.
Are you an experienced Financial Adviser ready to take full control of your clients, earnings and future? This is a rare opportunity to join a forward-thinking wealth management firm that combines cutting-edge AI technology with a boutique, high-touch service model — empowering advisers to scale faster, work smarter and deliver an exceptional client experience.
We’re looking to connect with driven, high-quality advisers who want either to grow significantly or to find the perfect long-term home for their clients before retirement.
The Proposition
• Self-employed model with full client ownership
• 70% revenue share with all core costs covered (PI, compliance, paraplanning and tech)
• Seamless AI integration that automates meeting notes, report writing and annual reviews — same-day turnaround on reports
• Access to lead-generation options if desired (reduced split with joint ownership)
• Comprehensive infrastructure and support allowing you to focus entirely on client relationships and business growth
Why This Stands Out
• Advisers typically manage 120–150 clients elsewhere — here, AI efficiency allows you to handle 300+ without additional admin burden
• No paraplanning delays or costs: suitability and review reports produced in minutes, not weeks
• Freedom to scale or plan a future exit with the option to sell your book when you retire
• Boutique culture that values quality, autonomy and work-life balance
• Backed by an established investment group with UK and offshore capability
Ideal Candidate
• Chartered or Diploma-qualified Financial Adviser / IFA
• Minimum £10–15m transferable AUM (flexible for outstanding growth-minded advisers)
• Demonstrable track record of client acquisition and retention
• Entrepreneurial mindset, comfortable operating independently within a collaborative, tech-driven environment
• London-based preferred, though flexible for exceptional candidates elsewhere
If you’re an experienced adviser seeking freedom, ownership and the industry’s most advanced technology to simplify your business, this is an outstanding opportunity to transform the way you work.
Job number 3395913
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