https://jobs.co.uk/job/financial-adviser-ortus-psr--ed2ad92c-98fd-43d9-8e40-d00661e24203 RSS feed for Financial Adviser at Ortus PSR. en-gb Fri, 02 Oct 2026 05:51:57 GMT https://jobs.co.uk/job/financial-adviser-ortus-psr--ed2ad92c-98fd-43d9-8e40-d00661e24203 https://jobs.co.uk/job/financial-adviser-ortus-psr--ed2ad92c-98fd-43d9-8e40-d00661e24203 Thu, 01 Oct 2026 11:52:52 GMT Location: Glasgow | Salary: 60000.00-60000.00 Annual | Type: Permanent | Experienced Financial Planner, Glasgow. Advise a portfolio of around 200 households on investments, pensions, protection and intergenerational planning, bringing plans to life with interactive cashflow modelling. £60,000 to £80,000 basic salary, on-target earnings of £100,000+, plus car allowance. This is a busy, client-focused advice business built on integrity, professionalism and continuous improvement. You will build long-term relationships with clients who have complex needs, backed by a centralised investment proposition and dedicated adviser support and paraplanning colleagues. THE ROLE - Provide regulated advice across investments, pensions, protection and intergenerational planning for a portfolio of circa 150 to 250 households - Review clients'' circumstances, needs and objectives in depth, using cashflow modelling interactively to bring their plans to life - Recommend suitable solutions using a centralised investment proposition - Prepare and present clear, personalised financial plans and suitability reports - Build strong relationships through engaging regular reviews and proactive communication - Identify vulnerable clients and take extra care where needed - Contribut... Permanent