https://jobs.co.uk/job/desk-based-financial-adviser-ortus-psr--c4807ba7-171b-4d41-b13d-064c52e4960e RSS feed for Desk Based Financial Adviser at Ortus PSR. en-gb Fri, 02 Oct 2026 05:43:51 GMT https://jobs.co.uk/job/desk-based-financial-adviser-ortus-psr--c4807ba7-171b-4d41-b13d-064c52e4960e https://jobs.co.uk/job/desk-based-financial-adviser-ortus-psr--c4807ba7-171b-4d41-b13d-064c52e4960e Thu, 01 Oct 2026 11:52:52 GMT Location: Glasgow | Salary: 40000.00-40000.00 Annual | Type: Permanent | Financial Adviser (desk based), Blantyre, near Glasgow. Provide regulated advice on investments, pensions, protection and tax planning by phone and Microsoft Teams, supported by a centralised investment proposition and dedicated adviser support and paraplanning teams. £40,000 to £50,000 depending on experience and qualifications. This is a client-focused advice business built on integrity, professionalism and continuous improvement. You will build long-term client relationships, help people achieve financial security and wellbeing, and work in a team that shares knowledge and supports each other. THE ROLE Provide regulated financial advice across investments, pensions, protection and tax planning, normally over the phone or via Microsoft Teams Review clients'' financial circumstances, needs and objectives in depth Recommend suitable solutions using a centralised investment proposition Prepare and present clear, personalised financial plans and suitability reports Build strong client relationships through engaging regular reviews and proactive communication Identify vulnerable clients and take extra care where needed Contribute to business growth by developing existing client relat... Permanent