Relationship-Driven Financial Adviser: Grow £20M AUM

Posted 18 hours 24 minutes ago by Ortus PSR Ltd.

£20 Hourly
Permanent
Not Specified
Other
Berkshire, Bracknell, United Kingdom, RG120
Job Description

Ortus PSR Ltd. is seeking an experienced Independent Financial Adviser to take ownership of an established book worth £20 million assets under management clients based in London.

This is a rare opportunity to step into a relationship-led advisory role with a strong existing client base, supported by a thriving multi-office practice. You will own client relationships across pensions, investments, retirement planning and wealth management, develop the book through cross-selling, deliver holistic