Ortus PSR

14 open roles

United Kingdom

Locations: London · Birmingham · Bradford-on-Avon · Arundel · Cheltenham · Cobham · Leeds

Paraplanner
Ortus PSR·Cheltenham, United Kingdom
A growing and well-established financial planning firm is seeking a Paraplanner to join its expanding team. This role is ideal for someone in their paraplanning career who is looking to build strong technical foundations within a supportive, collaborative environment. The firm offers exposure to holistic financial planning, structured development, and the opportunity to work alongside experienced paraplanners and senior advisers…
- On-site
- Full-time
- £35k–£45k / yr
14d ago
Employee Benefits Administrator
Ortus PSR·United Kingdom
Employee Benefits Administrator — 30,000– 36,000 + Early Friday Finish + Genuine Flexibility Coventry | Full or Part Time | Hybrid (office Mon–Thu, home Fridays) A Corporate Chartered financial planning firm — a distinction held by only a small proportion of UK practices — is looking for an Administrator to support its growing corporate client base across Group Risk, Group…
- On-site
- Full-time
- £30k–£36k / yr
17d ago
Paraplanner
Ortus PSR·Bradford-on-Avon, United Kingdom
Paraplanner – HNW Wealth Planning Bradford-on-Avon, Wiltshire · Full-time · Competitive salary up to 55,000 + benefits This is a core paraplanning role supporting a small, independent wealth management practice that serves HNW and UHNW private clients. You'll work directly with experienced financial advisers to build complex financial plans, manage client communications, and ensure every plan reflects the depth of…
- On-site
- Full-time
- £45k–£55k / yr
21d ago
Financial Planner
Ortus PSR·London, United Kingdom
Are you a highly technical Financial Planner looking for an exceptional opportunity to manage an established client base? A prestigious Wealth Management firm based in London is seeking a skilled and analytical professional to join their expert team. This role offers an exciting blend of client relationship management and technical planning in a dynamic and supportive environment. Competitive salary of…
- On-site
- Full-time
- £80k–£110k / yr
Jul 22
Wealth Manager
Ortus PSR·London, United Kingdom
Wealth Manager – High Net Worth Clients | Hybrid | Up to 130k + 0.43% Bonus on AUM Company Overview A leading, independent wealth management firm is seeking an experienced and client-focused Wealth Manager to join their high-performing advisory team. Known for delivering personalised financial planning solutions to high-net-worth (HNW) individuals, the firm offers a Chartered-standard environment with an unwavering…
- On-site
- Full-time
- £80k–£180k / yr
Jul 22
Business Development Manager
Ortus PSR·London, United Kingdom
Business Development Manager – Innovation Incentives Up to 75,000 basic + OTE · London and hybrid This is an opportunity for an experienced financial services BDM who has mastered the consultative sale, learned to earn the trust of senior decision-makers, and knows how to make a business owner care about something complex — and who is now ready for a…
- On-site
- Full-time
- £45k–£75k / yr
Jul 16
Client Manager
Ortus PSR·United Kingdom
Client Manager – Wealth Management | Leicester (Hybrid) | 28,000– 33,000 + Bonus Location: Enderby, Leicester (free parking, hybrid working after initial training) Salary: 28,000– 33,000 depending on qualifications and experience, plus discretionary bonus Type: Full-time, permanent Own your own client portfolio at one of the UK's best firms to work for This is a Client Manager role with a…
- On-site
- Full-time
- £28k–£33k / yr
Jul 16
Trainee Paraplanner
Ortus PSR·United Kingdom
Trainee Paraplanner Location: Enderby, Leicester (office-based, hybrid working after initial training) Salary: 33,000 – 35,000 + discretionary bonus The opportunity This is a genuine development role with one of the Midlands' most respected wealth management firms — a Chartered business managing over 1.1bn for high-net-worth clients, and a four-time winner of Professional Adviser's "Best Financial Advisers to Work For" award.…
- On-site
- Full-time
- £32k–£35k / yr
Jul 16
Trainee Financial Adviser
Ortus PSR·Leeds, United Kingdom
Trainee Financial Adviser — Family-Run Wealth Management Practice Leeds | Full-time, office-based | Starting salary up to 35,000 + full training pathway Our client is a long-established, family-run wealth management practice with offices in Leeds. Led by its founder alongside the second generation of the family, the firm looks after time-poor professionals, business owners and families, from the Dales farmer…
- On-site
- Full-time
- £30k–£35k / yr
Jul 15
Financial Planner
Ortus PSR·Arundel, United Kingdom
Financial Adviser – Inherit 50m Client Book | Arundel | 60k– 85k + Bonus + LTIP A high-growth and well-capitalised wealth management firm is seeking a professional, client-centric Financial Adviser to join its Arundel-based team. The firm is known for combining whole-of-market advice with modern infrastructure, robust compliance, and a strong culture of collaboration. With private equity backing and a…
- On-site
- Full-time
- £70k–£110k / yr
Jul 14
Paraplanner
Ortus PSR·Cobham, United Kingdom
Paraplanner – Wealth Management We are seeking a Level 4 qualified Paraplanner to join our growing Wealth Management team, working on a one-to-one basis with a dedicated Financial Adviser. This is a fantastic opportunity for a technically strong paraplanner who enjoys being closely involved in the advice process and wants genuine exposure to client meetings and complex planning work. Salary:…
- On-site
- Full-time
- £40k–£50k / yr
Jul 8
Paraplanner
Ortus PSR·Birmingham, United Kingdom
Level 4 Qualified Paraplanner Birmingham | Hybrid Working (3 Days Office / 2 Days Home) | Up to 50,000 + Excellent Benefits Are you a Level 4 qualified Paraplanner looking to join a modern, client-focused wealth management firm where your technical expertise is genuinely valued? We're seeking an experienced Paraplanner to play a key role within a collaborative financial planning…
- On-site
- Full-time
- £35k–£50k / yr
Jun 1
Financial Adviser
Ortus PSR·United Kingdom
Financial Adviser / Wealth Manager – City of London | Hybrid | Up to 130,000 + 50% Bonus + Equity Salary: Up to 130,000 base (DOE) + .42% bonus on new AUM + 10% discretionary annual bonus + share options Working pattern: Hybrid — 2 days per week in the office We are working with an independent manager-owned boutique wealth…
- On-site
- Full-time
- £80k–£180k / yr
May 27
Financial Adviser
Ortus PSR·London, United Kingdom
Are you ready to build something that's actually yours? We're recruiting a Growth Adviser for a boutique independent wealth management firm that's backing ambitious planners. This isn't about hitting targets for someone else — it's about building a client base and keeping the upside. Salary: 85,000– 95,000 Bonus: 0.42% of AUM brought through the door quarterly (holistic financial planning), we…
- On-site
- Full-time
- £85k–£130k / yr
May 5