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Permanent

Financial Adviser

Ortus PSR
Wakefield
money-bag £40000 Annual
Posted: 21 July 2026 (Today)
Closing date: 20 August 2026
Ref: 3141702221

Ready to Build Your Future with a Client Bank You Can Grow? Join a Chartered Firm Where Your Success is Backed by £15M AUM and a Vision for Expansion Are you a driven Financial Adviser who thrives on relationship-building and wants to hit the ground running with an existing client base? Join a respected, independent Chartered Financial Planning firm based in Yorkshire, managing over £300 million in assets and serving the community for over two decades. As part of our exciting 5-year growth strategy, we''re offering a rare opportunity to take ownership of a client portfolio worth c.£15 million AUM-and the support and structure to grow it even further. Starting salary: £40,000 - £50,000 + Bonus (earn bonus on everything written no validation) Why This Role is a Game-Changer: Start with Substance - You''ll inherit an active client bank, providing an immediate platform to engage and build long-term relationships. Growth Without the Grind - Benefit from high-converting leads (64% from online enquiries and introducers) and a business model that rewards proactive networking and relationship development. Support that Frees You to Advise - Work from home, visit the office just once a month, and enjoy hands-on support from a qualified Paraplanner-so you can focus on your clients, not admin. Career Progression - Whether you''re on the road to Chartered or already there, your development is our priority. Expect real investment in your future. What You''ll Be Doing Grow and ..... full job details .....

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