Desk-Based Financial Adviser - Build Client Wealth

Posted 2 hours 19 minutes ago by Ortus PSR Ltd.

Permanent
Full Time
Other
England, United Kingdom
Job Description

Ortus PSR Ltd. is seeking a desk-based Financial Adviser in the UK to provide regulated advice on investments, pensions, protection and tax planning by phone and Teams, supported by a central investment proposition.

You will review clients' financial circumstances, prepare personalised plans, and build long term relationships in a collaborative team that values integrity and continuous development. The role offers a structured environment with ongoing professional development, CPD, and