Financial Adviser in Avon - Ortus Psr

Financial Adviser – Built Around Clients, Not Sales Targets

Bradford-on-Avon  |  Hybrid  |  Base to c.£110k + quality & growth bonus (package c.£130k–£140k) + equity potential

If you came into financial planning to look after people — and you’re tired of being measured on what you sell — this one is worth a look.

Our client is a small, Chartered, fiercely independent financial planning firm near Bath: a deliberate challenger to the consolidation machine, growing on the strength of its culture and its technology rather than by buying up rivals.

You will inherit a warm book of established client relationships and do the thing good planners are best at — keeping families’ financial plans on track through every stage of life. Paraplanning and admin are handled for you. You’ll be judged on client care, sound advice and compliance, not on units shifted or new business won.

Culture-wise, expect output over facetime, initiative that’s actively welcomed, and integrity treated as non-negotiable — the kind of firm that does right by clients even when no one is watching. Smart use of technology, from cashflow modelling to proprietary client tools, means less admin and more time doing real planning.

The package reflects the level: a competitive base to around £110k plus quality and growth bonuses (total c.£130k–£140k), an equity path as the firm grows, and genuinely flexible hybrid working.

This will suit you if you are

• Chartered, or close, with the track record to back it
• 4–5 years into advising, ideally with high-net-worth clients
• Client-obsessed, humble and keen to do proper, unhurried planning
• Within sensible commuting distance of Bradford-on-Avon