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Independent Financial Adviser

Ortus PSR
Posted 9 hours ago, valid for 21 days
Location

Ashford, Kent TN23 8AF

Salary

£25,600 - £38,400 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • This opportunity is for experienced Financial Advisers with a client base and assets under management (AUM) of £10–15 million or more.
  • The role offers industry-leading support including professional indemnity cover, compliance assistance, and flexible commission structures starting at 19%.
  • Advisers managing £10–15 million+ AUM can enjoy a flat commission rate of 12.5%.
  • Key responsibilities include building client relationships, delivering whole-of-market advice, and maintaining compliance standards.
  • This position offers a highly competitive remuneration model, allowing advisers to reflect their expertise and success in their earnings.

Take Your Career to the Next Level: Independent Financial Adviser Opportunity

Are yoo an experienced Financial Adviser with a strong client base and assets under management (AUM) of £10–15 million or more? Or are you an aspiring professional eager to build a successful career in financial advice?

This UK-wide opportunity offers unparalleled independence, allowing advisers to truly tailor their services without being restricted

Why Join?

Industry-Leading Support: Benefit from professional indemnity (PI) cover, compliance assistance, file checking, and T&C services to ensure the highest standards.

Flexible Commission Structure: Competitive tiered rates, starting at 19% on the first £25,000 of net business, dropping to 12.5% for additional revenue. Advisers managing £10–15 million+ AUM enjoy a flat 12.5% rate.

Key Features

Growth Opportunities: Discuss options for drawdown loans for advisers with significant AUM

Autonomy: Run your practice your way, backed by a network dedicated to your success.

Role Responsibilities

Build and nurture long-term client relationships, providing bespoke financial solutions.

Deliver whole-of-market advice across pensions, investments, and holistic financial planning.

Maintain compliance standards, ensuring all advice is aligned with regulatory requirements.

Actively manage and grow AUM, ensuring consistent client satisfaction and trust.

Remuneration

With a highly competitive business split model, your earnings will reflect your expertise and success, making this an excellent opportunity to grow your business.

If you’re an experienced adviser ready for greater independence, this is your chance to thrive.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.