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Financial Adviser

Ortus PSR
Posted a day ago, valid for a month
Location

Middlesbrough, North Yorkshire TS95HA, 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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  • A leading UK-wide wealth management firm is seeking Independent Financial Advisers who prioritize client needs and seek flexibility in their work environment.
  • The position offers a salary of up to £80,000 with an on-target earnings potential of £100,000, and earnings are expected to reach around £140,000 by the third year.
  • Candidates should possess a Diploma in Regulated Financial Planning (Level 4) and have valid CF30 status, along with a minimum of three years of relevant experience.
  • The firm emphasizes a client-centric approach, providing comprehensive support including paraplanning, marketing, and access to digital tools for effective client engagement.
  • Independent Financial Advisers will work with a portfolio of high-net-worth clients, focusing on delivering tailored financial strategies and generating new business through various initiatives.

Shape Your Future in Financial Planning – Join a firm offering remote or hybrid working

Are you a driven, client-focused Independent Financial Adviser seeking more flexibility, genuine support, and a brand that puts people before products?

A leading UK-wide wealth management firm is expanding and looking for like-minded financial advisers to join their growing community. This is your chance to be part of a progressive, planning-led firm built on trust, transparency, and long-term client success.

Salary up to £80,000 (OTE £100,000), Earnings Year 3 should be circa £140,000

You will provided with a portfolio of HNW clients to validate your salary with a goal of increasing income through new business activity.

What’s on Offer?

  • Remote-first flexibility – work from home with access to regional office hubs when preferred
  • Client-centric ethos – no product push, just high-quality, tailored advice
  • Comprehensive support – from in-house paraplanning and admin to business development and marketing
  • Digital-first infrastructure – including XPlan and virtual meeting tools
  • Choice of employed or self-employed model
  • Ongoing CPD and professional development in a collaborative, learning-led environment

Your Role as an Independent Financial Adviser:

  • Meet clients virtually or in-person to understand their financial objectives and life goals
  • Deliver clear, actionable financial strategies across pensions, investments, protection, and more
  • Keep clients informed of changes to legislation, new solutions, and relevant updates
  • Generate new business via referrals, introducers, and supported lead-generation initiatives
  • Leverage digital and in-person marketing to grow your client base
  • Maintain accurate records and deliver reporting as required

What They’re Looking For:

  • Diploma in Regulated Financial Planning (Level 4) and valid CF30 status
  • A clear, client-first approach and genuine care for long-term outcomes
  • Confident communicator with strong interpersonal and digital engagement skills
  • Proven ability to develop new business through planning, networking, and referrals
  • Comfortable engaging with clients from all walks of life – from business owners to retirees

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.