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Financial Adviser

Ortus PSR
Posted 12 days ago, valid for a month
Location

Exmouth, Devon EX8 4QQ, England

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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  • The Wealth Manager position allows qualified Financial Advisers to build their own client base with full support and leads provided by the firm.
  • Junior Wealth Managers overseeing £15M in client assets can earn more than many advisers on fixed salaries, while those managing £70M can see earnings of £231,000+.
  • The firm offers up to £3,500 per month for two years to assist in the financial transition, with pay reflecting individual success tied to client relationships.
  • Candidates need a Level 4 Diploma in Financial Planning (or equivalent) and should possess a driven, entrepreneurial mindset to succeed.
  • This opportunity is ideal for those ready to grow their book and shape their future with the firm's proven support model.

Wealth Manager – Build Your Own Book with Full Support & Leads

Earn What You Deserve – Your Success, Your Rewards

Are you a qualified Financial Adviser looking to take control of your future? Do you have the drive to build something truly yours? We provide the tools, the leads, and the support to help you grow a thriving client base. How far you take it is entirely up to you.

At our firm, we reward effort and results. Our Junior Wealth Managers are overseeing £15M in client assets are already earning more than many advisers on fixed salaries. Those managing £70M? They’re seeing earnings of £231,000+. But here’s the key: they’ve earned it.

If you’re ready to transition but need a financial bridge, we offer up to £3,500 per month for two years to support your journey. This isn’t a cushion—it’s a runway. Your pay will reflect your success, directly tied to your ability to build and maintain strong client relationships. You will earn bonus on top so you will be earning 50% of your ongoing fees in an employed role 

What We Offer:

Pre-qualified leads to help you establish your client baseFull back-office support so you can focus on advising, not adminStructured financial transition support – up to £3,500 p/m for two years guaranteed and will increase inline with portfolio growthA proven path to success with advisers in our firm already surpassing six-figure earnings

Entrepreneurial freedom with the infrastructure to thrive

What You Need to Bring:

??  A driven, entrepreneurial mindset—your earnings are in your hands??  A commitment to building long-term client relationships??  Level 4 Diploma in Financial Planning (or equivalent)??  The ambition to grow your book and shape your own future

This opportunity isn’t for everyone.  But if you’re ready to build something significant, with our support and proven model, then let’s talk.

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.