Financial Adviser
other jobs Ortus PSR
Added before 6 Days
- England,South East,East Sussex,Brighton and Hove
- Full Time, Permanent
- £65,000 - £140,000 per annum
Job Description:
Full job description Financial Adviser, Brighton, East Sussex Salary: Up to £85,000 basic | OTE ~£140,000 Contract: Permanent, Full-time Benefits: EMI Share Options | Pathway to Chartered status (CII)
A highly regarded, independently owned Chartered financial planning firm based on the South Coast. This is a rare opportunity to join a business that stands genuinely apart from the market — with a unique no-initial-fee client proposition, a proven track record of generating new business for its adviser, and a firm commitment to supporting the right individual toward Chartered status.
The firm is well-established, award-winning, and has no intentions of selling to a consolidator. They are looking for a Financial Adviser who wants to do exceptional work, grow professionally, and build real long-term equity in the business they help shape.
COMPENSATION & EQUITY
Basic salary: up to £85,000 (dependent on experience)
On-target earnings: ~£140,000 (realistic and evidenced)
EMI Share Options
WHY THIS ROLE STANDS OUT
* Warm client bank from day one — a starting client bank is provided. The firm has generated all new business for its adviser to date, their lead flow is proven
* Pathway to Chartered status (CII) — full support to achieve individual Chartered status; the firm itself holds Chartered accreditation
* No initial charge — one of only a handful of UK firms offering financial planning with no upfront fee, removing the most common barrier in client conversion
* Truly independent — no consolidator — privately owned with no plans to sell; your equity, your clients, and your career are not subject to someone else’s exit strategy
* High-value client base — average client AUM exceeds £750,000; complex, meaningful financial planning from the outset
THE ROLE
* Deliver holistic financial planning advice to a warm and growing client bank
* Build long-term relationships with clients and their families across all key life stages
* Conduct cashflow modelling and regular financial planning reviews
* Work towards Chartered Financial Planner status (CII) with full firm support
* Contribute to the firm’s strong reputation for client outcomes and independent reviews
* Self-generation of new business is welcomed and rewarded — but not a requirement
WHAT WE’RE LOOKING FOR
* Level 4 qualified (Diploma in Financial Planning or equivalent) — Level 6 desirable but not essential
* Genuine passion for financial planning as a profession and client outcomes
* Motivated to progress toward Chartered status and ongoing CPD
* Attracted by real equity participation and building long-term value in an independent firm
* Strong interpersonal skills with the ability to build lasting client trust
* Experience with cashflow planning tools such as Voyant or CashCalc is advantageous
A highly regarded, independently owned Chartered financial planning firm based on the South Coast. This is a rare opportunity to join a business that stands genuinely apart from the market — with a unique no-initial-fee client proposition, a proven track record of generating new business for its adviser, and a firm commitment to supporting the right individual toward Chartered status.
The firm is well-established, award-winning, and has no intentions of selling to a consolidator. They are looking for a Financial Adviser who wants to do exceptional work, grow professionally, and build real long-term equity in the business they help shape.
COMPENSATION & EQUITY
Basic salary: up to £85,000 (dependent on experience)
On-target earnings: ~£140,000 (realistic and evidenced)
EMI Share Options
WHY THIS ROLE STANDS OUT
* Warm client bank from day one — a starting client bank is provided. The firm has generated all new business for its adviser to date, their lead flow is proven
* Pathway to Chartered status (CII) — full support to achieve individual Chartered status; the firm itself holds Chartered accreditation
* No initial charge — one of only a handful of UK firms offering financial planning with no upfront fee, removing the most common barrier in client conversion
* Truly independent — no consolidator — privately owned with no plans to sell; your equity, your clients, and your career are not subject to someone else’s exit strategy
* High-value client base — average client AUM exceeds £750,000; complex, meaningful financial planning from the outset
THE ROLE
* Deliver holistic financial planning advice to a warm and growing client bank
* Build long-term relationships with clients and their families across all key life stages
* Conduct cashflow modelling and regular financial planning reviews
* Work towards Chartered Financial Planner status (CII) with full firm support
* Contribute to the firm’s strong reputation for client outcomes and independent reviews
* Self-generation of new business is welcomed and rewarded — but not a requirement
WHAT WE’RE LOOKING FOR
* Level 4 qualified (Diploma in Financial Planning or equivalent) — Level 6 desirable but not essential
* Genuine passion for financial planning as a profession and client outcomes
* Motivated to progress toward Chartered status and ongoing CPD
* Attracted by real equity participation and building long-term value in an independent firm
* Strong interpersonal skills with the ability to build lasting client trust
* Experience with cashflow planning tools such as Voyant or CashCalc is advantageous
Job number 3758956
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