Relationship-Driven Financial Adviser: AUM
Job in
Bracknell, Berkshire, RG12 0AB, England, UK
Listed on 2026-07-24
Listing for:
Ortus PSR Ltd.
Full Time
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
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
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