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Financial Advisor

Financial Advisor

Ortus PSRExeter, Devon, UK
10 days ago
Job type
  • Full-time
Job description

Shape Your Future in Financial Advice – Join a Leading Independent Wealth Management Firm

Are you a client-first Financial Adviser seeking the stability of an employed role with the freedom to work flexibly? This is your opportunity to join a progressive, planning-led wealth management firm as an Employed Independent Financial Adviser , with the flexibility to work remotely or from one of their nationwide office locations.

This firm is renowned for its client-centric culture, strong values, and robust support infrastructure – allowing advisers to focus on delivering life-changing financial outcomes without the distractions of running a business solo.

Why Join This Wealth Management Firm?

Remote-first flexibility with access to office space if preferred

End-to-end in-house support – including Paraplanning, Admin, DIS, and Compliance

A client-first advice proposition grounded in integrity and trust

Consultative marketing and lead generation to support new business development

A collaborative culture with continuous learning and development opportunities

Cutting-edge tech including the XPlan POS system to streamline advice delivery

Role Overview – Employed Indepen...

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Financial Advisor • Exeter, Devon, UK