Financial Adviser in London - Ortus Psr

Are you ready to build something that's actually yours?

We're recruiting a Growth Adviser for a boutique independent wealth management firm that's backing ambitious planners. This isn't about hitting targets for someone else — it's about building a client base and keeping the upside.

Salary: £85,000–£95,000 Bonus: 0.42% of AUM brought through the door quarterly (holistic financial planning), we are seeing Adviser in the firm take bonuses of circa £45,000 1st year, 2 days in the office. 

What You're Working With

Ongoing adviser fee model (no initial fees to clients — genuine advice-focused)

Full paraplanning and admin support

Client target range: £500k–£5m typical (with scale to £10m+ AUM supported)

Access to whole of market with in-house investment directors

Share option scheme in place

Business Development — Properly Backed

Dedicated marketing manager — strategy, execution, oversight

Social media management — content, posting, engagement (handled)

Lead generation support — targeted campaigns, data, outreach

Campaign budget tailored to you — events, connections, digital, content — you choose where to invest

Systems and tools — the infrastructure to scale without admin overhead

Why This Works

This is proper backing. You get:

A whole business development team behind you — marketing manager, social media, lead generation, campaign execution. You focus on planning and client relationships; they handle the noise.

A real budget to work with — you choose where to invest (events, digital, content, connections). Money's there. You just decide the strategy.

Paraplanning and admin — so your time goes to clients and growth, not paperwork.

Your diary is yours — you control your schedule, your time, your practice. The team want advisers who are self-directed and want tools, not management. They're giving you the infrastructure; you run the show.

The bonus structure rewards growth — 0.42% of AUM you bring through the door, quarterly. You're incentivised to bring quality clients through holistic planning, not churn.

You're building a practice, not starting from scratch. And you've got a team doing the heavy lifting on business development.

Who We're Looking For

Qualified Financial Advisers who:

Want control over their own business, practice, and diary

Are self-directed and ready to build in an independent boutique environment

Don't need managing — just need proper tools and backing

Understand the value of proper paraplanning and planning infrastructure

Can balance servicing existing clients with new business development