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Job Description Senior Financial Advisor – Shape the Future of Wealth Management This forward-thinking, IFA firm is on a bold growth trajectory, with a current turnover of £6 million and aspirations to reach £20 million. With approximately £750 million in client assets under management and strategic plans to scale to £2 billion in discretionary ...

Company: Ortus Psr (6 hours ago)

Job Description Executive PA to Senior Financial Adviser A well-established and respected financial planning firm is seeking an experienced Executive PA to provide dedicated support to a Senior Adviser while also delivering high-quality IFA administration. The firm prides itself on long-term client relationships, professionalism and a ...

Company: Ortus Psr (6 hours ago)

Job Description Advance Your Career as a Paraplanner with a Leading Wealth Management Firm Are you an experienced Paraplanner seeking a role where your expertise is valued and rewarded? A well-established Wealth Management firm is offering an exciting opportunity to join their team as a Paraplanner, providing tailored financial planning solutions ...

Company: Ortus Psr (6 hours ago)

Job Description Trainee Financial Adviser – 18–24 Month Development Programme We are looking to speak with professionals currently working within an IFA or Wealth Management business who are ready to take the next step towards becoming a qualified Financial Adviser. This opportunity is ideal for individuals who are part way through completing ...

Company: Ortus Psr Job type: internship (6 hours ago)

Job Description OverviewThis is a rare opportunity for a qualified Financial Planner to step into a warm, established client bank at a well established wealth management firm. With a strong infrastructure and high-integrity culture, the business offers the freedom to focus on what matters—delivering outstanding financial advice and building long- ...

Company: Ortus Psr (6 hours ago)

Job Description A well-established and growing wealth management firm is looking to appoint a Senior IFA Administrator to support its continued expansion. This is an excellent opportunity for an experienced IFA Administrator who wants to step into a more senior role within a structured, supportive environment, with clear progression into ...

Company: Ortus Psr (6 hours ago)

Job Description Mortgage Case Manager | Up to £32,000 | Hybrid Working A growing and dynamic financial services business is seeking an experienced Mortgage Case Manager to join their busy team. This is a pivotal administrative role supporting a team of Mortgage Advisers, managing cases from submission through to completion and ensuring a smooth, ...

Company: Ortus Psr (6 hours ago)

Job Description a { text-decoration: none; color: #464feb;}tr th, tr td { border: 1px solid #e6e6e6;}tr th { background-color: #f5f5f5;} Advice Trainer Salary: Up to £75,000 + Hybrid Working A highly respected financial planning organisation is seeking an experienced Advice Technical Trainer to strengthen the capability and confidence of its ...

Company: Ortus Psr (6 hours ago)

Job Description The OpportunityWe are seeking a highly organised and technically skilled Qualified Technical Paraplanner to work 1-to-1 with a Financial Adviser, providing dedicated support on complex client cases. This is an excellent opportunity for a paraplanner who enjoys deep involvement in the full advice process, from initial scoping ...

Company: Ortus Psr (6 hours ago)

Job Description You already understand what good compliance looks like. You know the difference between ticking a box and genuinely embedding a compliance culture — and you care about the latter. You have worked in a financial services environment, you are comfortable with FCA regulations, and you are looking for somewhere that will trust you, ...

Company: Ortus Psr (6 hours ago)

Job Description A respected financial planning organisation is looking for an experienced Advice Technical Trainer to support the continued development of its advisory teams. This role sits at the heart of the firm’s learning culture and offers the opportunity to help advisers and technical staff strengthen their expertise while delivering ...

Company: Ortus Psr (6 hours ago)

Job Description A rapidly growing financial advisory firm is seeking an experienced Paraplanner to join its expanding team. The business is enjoying double-digit growth and has already met its Q1 targets, operating in a fast-paced, dynamic environment that rewards proactive individuals. The firm manages approximately £300 million in assets for ...

Company: Ortus Psr Job type: internship (6 hours ago)

Job Description Do you want to be the driving force behind meaningful operational change at one of the UK's most respected financial planning businesses? A four-time award-winning, Chartered financial planning firm — managing in excess of £1 billion of client assets — is looking for a Continuous Improvement Assistant to help shape how they work, ...

Company: Ortus Psr (6 hours ago)

A reputable financial services advisory firm is seeking a Senior Group Risk Consultant to join the Employee Benefits team in London. The role involves managing group risk and healthcare schemes, conducting market reviews, and ensuring exceptional client service. Candidates are expected to have relevant qualifications, such as CII and GR1, along ...

Company: Ortus PSR Ltd. (2 days ago)

A leading Independent Financial Adviser Firm located in Worthing is seeking an experienced Paraplanner to join their growing team. This role offers a competitive salary up to £56,000 with pension match and hybrid working options. The successful candidate will collaborate with financial advisers, ensuring high-quality client service through ...

Company: Ortus Psr (1 day ago)

Paraplanner - Independent Financial Adviser Firm (Hybrid) A well-established and forward-thinking Independent Financial Advisory firm is seeking an experienced Paraplanner to join their growing team. Known for delivering bespoke financial planning and holistic wealth solutions to a diverse client base, the firm blends modern technology with ...

Company: Ortus Psr (1 day ago)

A national wealth management firm seeks an experienced Regional Adviser Manager to lead and develop a cohort of Independent Financial Advisers. This senior role focuses on improving adviser performance, retention, and ensuring compliance with FCA standards. The ideal candidate will have a proven record in leading teams, knowledge of FCA regulations ...

Company: Ortus PSR Ltd. (1 day ago)

Regional Adviser Manager Hybrid | Remote Up to £120,000 A well-established, national wealth management firm is continuing to invest in the performance, quality, and long‑term sustainability of its adviser population. As part of this focus, they are seeking an experienced Regional Adviser Manager to lead and develop a cohort of Independent Financial ...

Company: Ortus PSR Ltd. (1 day ago)

A financial planning organisation is seeking an experienced Advice Technical Trainer to enhance its advisory teams' skills and expertise. The position is critical in delivering training on financial planning topics and supporting the professional growth of advisers. Candidates should possess strong technical knowledge, experience in delivering ...

Company: Ortus Psr (6 hours ago)