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Financial adviser

Exeter
Ortus PSR
Financial advisor
Posted: 14h ago
Offer description

Job Description

Wealth Manager – Build Your Own Book with Full Support & Leads

Earn What You Deserve – Your Success, Your Rewards

Are you a qualified Financial Adviser looking to take control of your future? Do you have the drive to build something truly yours? We provide the tools, the leads, and the support to help you grow a thriving client base. How far you take it is entirely up to you.

At our firm, we reward effort and results. Our Junior Wealth Managers are overseeing £15M in client assets are already earning more than many advisers on fixed salaries. Those managing £70M? They’re seeing earnings of £231,000+. But here’s the key: they’ve earned it.

If you’re ready to transition but need a financial bridge, we offer up to £3,500 per month for two years to support your journey. This isn’t a cushion—it’s a runway. Your pay will reflect your success, directly tied to your ability to build and maintain strong client relationships. You will earn bonus on top so you will be earning 50% of your ongoing fees in an employed role

What We Offer:

Pre-qualified leads to help you establish your client baseFull back-office support so you can focus on advising, not adminStructured financial transition support employed – up to £3,500 p/m for two years guaranteed and will increase inline with portfolio growthA proven path to success with advisers in our firm already surpassing six-figure earnings

Entrepreneurial freedom with the infrastructure to thrive

What You Need to Bring:

A driven, entrepreneurial mindset—your earnings are in your hands A commitment to building long-term client relationships Level 4 Diploma in Financial Planning (or equivalent) The ambition to grow your book and shape your own future

This opportunity isn’t for everyone. But if you’re ready to build something significant, with our support and proven model, then let’s talk.

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