Independent Financial Adviser
other jobs Ortus PSR
Added before 2 Days
- England,London,City of London
- Full Time, Permanent
- £50,000 per annum
Job Description:
Independent Financial Adviser (Self-Employed | Whole of Market | Client Ownership) Are you a confident, self-motivated Financial Adviser seeking autonomy and flexibility, without sacrificing professional support or client service standards?
Join a well-established wealth management firm offering whole-of-market access, full paraplanning and admin support, and a genuine partnership model that puts your business goals and your clients at the heart of everything.
This is the perfect platform for advisers who want to own their clients, enjoy uncapped earning potential, and build their brand within a respected directly auhtorised firm
* Location: UK-wide (fully remote or hybrid options available)
* Work Type: Self-employed,
Compensation Structure We offer a transparent and competitive revenue share model tailored to how you generate your business:
* 60/40 Split – On clients you bring (you retain 60%, and you own the client)
* 40/60 Split – On clients introduced or bought by the firm (firm retains 60%, and owns the client)
* 50/50 Split – On internal referrals from the firm’s professional network (firm owns the client)
?? No pressure. No restrictive ties. Just fair value for your contribution.
Responsibilities * Provide holistic financial advice across pensions, investments, protection, tax planning, and more
* Build and maintain strong client relationships based on trust and long-term value
* Conduct full fact-finds, suitability assessments, and client reviews
* Use the firm’s tech stack and support team to streamline your client servicing
* Stay compliant with FCA guidelines and internal governance procedures
Requirements * Level 4 Diploma in Financial Planning (minimum)
* Strong client-facing and relationship-building skills
* Comfortable with business development and prospecting (for self-sourced clients)
* Whole-of-market or IFA experience preferred
* Self-driven, ethical, and client-focused mindset
Benefits * Whole-of-market proposition – freedom to recommend what’s best for your clients
* Full paraplanning and administrative support – focus on advice, not paperwork
* Client ownership – for clients you source
* Tech-enabled infrastructure – fully remote-capable
* Uncapped earnings – aligned with your effort and success
Join a well-established wealth management firm offering whole-of-market access, full paraplanning and admin support, and a genuine partnership model that puts your business goals and your clients at the heart of everything.
This is the perfect platform for advisers who want to own their clients, enjoy uncapped earning potential, and build their brand within a respected directly auhtorised firm
* Location: UK-wide (fully remote or hybrid options available)
* Work Type: Self-employed,
Compensation Structure We offer a transparent and competitive revenue share model tailored to how you generate your business:
* 60/40 Split – On clients you bring (you retain 60%, and you own the client)
* 40/60 Split – On clients introduced or bought by the firm (firm retains 60%, and owns the client)
* 50/50 Split – On internal referrals from the firm’s professional network (firm owns the client)
?? No pressure. No restrictive ties. Just fair value for your contribution.
Responsibilities * Provide holistic financial advice across pensions, investments, protection, tax planning, and more
* Build and maintain strong client relationships based on trust and long-term value
* Conduct full fact-finds, suitability assessments, and client reviews
* Use the firm’s tech stack and support team to streamline your client servicing
* Stay compliant with FCA guidelines and internal governance procedures
Requirements * Level 4 Diploma in Financial Planning (minimum)
* Strong client-facing and relationship-building skills
* Comfortable with business development and prospecting (for self-sourced clients)
* Whole-of-market or IFA experience preferred
* Self-driven, ethical, and client-focused mindset
Benefits * Whole-of-market proposition – freedom to recommend what’s best for your clients
* Full paraplanning and administrative support – focus on advice, not paperwork
* Client ownership – for clients you source
* Tech-enabled infrastructure – fully remote-capable
* Uncapped earnings – aligned with your effort and success
Job number 3136605
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