Financial Adviser
other jobs Ortus PSR
Added before 6 Days
- England,South West,Dorset
- Full Time, Permanent
- £50,000 - £90,000 per annum
Job Description:
Full job description Financial Adviser – High Net Worth Clients, Salary up to £70,000
Independent, Manager-Owned IFA Firm | Whole of Market | Bristol
Are you an experienced IFA looking to step into a ready-built book of high-net-worth clients — without the cold calls, without the corporate politics, and without compromising on how you work?
This is a rare opening at a genuinely independent, manager-owned IFA firm built on trust, integrity, and doing right by clients. No shareholder pressure. No sales targets dressed up as "goals." Just excellent financial planning, a team that has your back, and clients who stay for life.
About the Firm
* The firm grows by acquiring established IFA practices — giving clients continuity of care and giving advisers like you a warm, relationship-ready book to inherit.
* With over £500 million in assets under management, the firm has earned its reputation the hard way: through referrals, long-term relationships, and an uncompromising commitment to ethical, whole-of-market advice. Growth here is organic. Culture here is real.
The Opportunity
* Salary up to £70,000 | Bonus up to £20,000 | Hybrid Working
* You’ll take ownership of a fully serviced book of 75–90 high-net-worth client households, many holding portfolios in excess of £1 million. These clients are already advised, already engaged, and already trusting — your job is to deepen those relationships and deliver the kind of holistic financial planning that genuinely changes lives.
* You won’t be doing this alone. A dedicated paraplanning and administrative support team handles the back office, freeing you to focus on what you do best: advising clients and building trust.
What You’ll Do
* Take over and manage an established HNW client book built through retirement-led business succession
* Deliver comprehensive financial planning across pensions, investments, tax planning and estate strategies
* Build long-term, trusted relationships grounded in ethical, goals-based advice
* Work collaboratively within an adviser pod alongside paraplanners, administrators and compliance professionals
* Liaise with solicitors, accountants and other external specialists on complex client cases
* Contribute positively to a firm culture where people genuinely enjoy coming to work
Why This Role Stands Out
* Truly independent — whole-of-market, manager-owned, no restricted panels or product bias
* Complex, rewarding work — clients with real financial complexity and assets to match
* Full back-office support — more time with clients, less time on admin
* Transparent remuneration — competitive base, annual bonus up to £20k, and a clear fee-split model
* Genuine hybrid working — flexibility at home balanced with a collaborative team environment
* Long-term career growth — as the firm continues acquiring practices, your book can grow with it
What We’re Looking For
* Qualified Financial Adviser or Financial Planner with meaningful HNW client experience
* Level 4 Diploma in Financial Planning (CII, LIBF or equivalent) — Chartered status is a bonus, not a barrier
* A natural relationship-builder who puts client outcomes ahead of everything else
* Someone who thrives in a collaborative, team-oriented environment and respects the people around them
* Confident with cashflow modelling software
* Commercially aware, but values-led first
Independent, Manager-Owned IFA Firm | Whole of Market | Bristol
Are you an experienced IFA looking to step into a ready-built book of high-net-worth clients — without the cold calls, without the corporate politics, and without compromising on how you work?
This is a rare opening at a genuinely independent, manager-owned IFA firm built on trust, integrity, and doing right by clients. No shareholder pressure. No sales targets dressed up as "goals." Just excellent financial planning, a team that has your back, and clients who stay for life.
About the Firm
* The firm grows by acquiring established IFA practices — giving clients continuity of care and giving advisers like you a warm, relationship-ready book to inherit.
* With over £500 million in assets under management, the firm has earned its reputation the hard way: through referrals, long-term relationships, and an uncompromising commitment to ethical, whole-of-market advice. Growth here is organic. Culture here is real.
The Opportunity
* Salary up to £70,000 | Bonus up to £20,000 | Hybrid Working
* You’ll take ownership of a fully serviced book of 75–90 high-net-worth client households, many holding portfolios in excess of £1 million. These clients are already advised, already engaged, and already trusting — your job is to deepen those relationships and deliver the kind of holistic financial planning that genuinely changes lives.
* You won’t be doing this alone. A dedicated paraplanning and administrative support team handles the back office, freeing you to focus on what you do best: advising clients and building trust.
What You’ll Do
* Take over and manage an established HNW client book built through retirement-led business succession
* Deliver comprehensive financial planning across pensions, investments, tax planning and estate strategies
* Build long-term, trusted relationships grounded in ethical, goals-based advice
* Work collaboratively within an adviser pod alongside paraplanners, administrators and compliance professionals
* Liaise with solicitors, accountants and other external specialists on complex client cases
* Contribute positively to a firm culture where people genuinely enjoy coming to work
Why This Role Stands Out
* Truly independent — whole-of-market, manager-owned, no restricted panels or product bias
* Complex, rewarding work — clients with real financial complexity and assets to match
* Full back-office support — more time with clients, less time on admin
* Transparent remuneration — competitive base, annual bonus up to £20k, and a clear fee-split model
* Genuine hybrid working — flexibility at home balanced with a collaborative team environment
* Long-term career growth — as the firm continues acquiring practices, your book can grow with it
What We’re Looking For
* Qualified Financial Adviser or Financial Planner with meaningful HNW client experience
* Level 4 Diploma in Financial Planning (CII, LIBF or equivalent) — Chartered status is a bonus, not a barrier
* A natural relationship-builder who puts client outcomes ahead of everything else
* Someone who thrives in a collaborative, team-oriented environment and respects the people around them
* Confident with cashflow modelling software
* Commercially aware, but values-led first
Job number 3758721
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