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via reed · 27 May 2026 ·10 days ago

Financial Adviser

Ortus PSR

Ferndown Industrial Estate Full-time GBP 50,000 – 110,000

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Financial Adviser

Inherit £90k+ Recurring Income | Quality Professional Leads | OTE £100k+

Are you an ambitious Financial Adviser looking for immediate income security, high-quality clients, and genuine long-term growth?

This is a rare opportunity to take over an established, well-maintained client portfolio from a retiring adviser — delivering over £90,000 in recurring annual income bonus from day one. Alongside this, you’ll receive consistent, pre-qualified referrals from trusted solicitor and accountancy partners.

Wimborne

Salary up to £50,000 + Recurring Income Bonus

Realistic Take-Home £85,000–£90,000 | OTE £100k+

Perfect for an adviser ready to step into a proven book while continuing to grow their own success with strong professional introductions and full operational backing.

What’s on Offer

Immediate Recurring Income

Inherit circa 130 active clients with approximately £50m AUM, providing stability and strong ongoing revenue.

High-Quality Client Base

Many clients hold £120,000–£500,000+ in assets, offering meaningful planning opportunities across pensions, investments and estate planning.

Professional Introducers

Established relationships with solicitors and accountants generate a steady stream of high-calibre new business opportunities.

Outstanding Earnings Potential

Base salary up to £50,000

£40,000+ recurring income from the existing book

Six-figure earning potential as you grow the portfolio

Full Support Structure

Dedicated paraplanning, administration and compliance support — allowing you to focus on advice and relationship development.

Client-First Culture

A professional, relationship-driven firm committed to integrity, long-term partnerships and high-quality financial planning.

The Role

Manage and nurture an established portfolio of loyal clients

Deliver holistic financial advice across pensions, investments, IHT and protection

Meet referred clients and convert introductions into lasting relationships

Conduct structured reviews and identify ongoing planning opportunities

Collaborate with an experienced and supportive adviser team

About You

Diploma (Level 4) qualified in Financial Planning

Experience within an IFA or Wealth Management environment

Strong relationship-building and communication skills

Commercially minded, with the ambition to grow income and reputation

This listing is from reed. View original listing ↗

Financial Adviser

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