Independent Financial Adviser

Ortus PSR · London, London

Independent Financial Adviser at Ortus PSR, based in London, London, paying £100,000 per annum. This is a part-time role with hybrid working.

Salary
£100,000 per annum
Location
London, London · Hybrid
Contract
Part-time
Posted
1 week ago
Closes
25 Nov 2026
Sector
Finance & Accounting

About 61% above the going rate for finance & accounting

Reference 2036

About the role

Independent Financial Adviser (Self-Employed) – UK-Based | Work from Anywhere | International Advisory Firm

Work Remotely with a Directly Authorised, Cross-Border Wealth Management Firm

Independent Financial Adviser – Self-Employed (UK-Based, Remote)

A well-established, directly authorised wealth management firm is expanding its adviser network across the UK. With permissions to advise clients in the UK, US, and the Middle East, the firm is known for delivering tailored, independent financial advice to high-net-worth individuals, expats, and families with complex financial needs.

The leadership team brings international experience, a strong ethical foundation, and a client-first approach that has driven exceptional client retention and adviser satisfaction. This is a unique opportunity for experienced IFAs who want to operate independently while supported by a premium back-office infrastructure.

  • UK-wide – remote or hybrid

  • Self-employed | Full-time or part-time flexibility

  • No geographic limitations on client acquisition

 

Revenue Split & Earnings Potential:

A transparent and lucrative commission structure rewards success and scale:

  • 60% on revenue up to £100,000

  • 70% on revenue between £100,000 – £200,000

  • 80% on revenue over £200,000

Advisers retain full ownership of their client book, allowing them to build long-term value while earning from day one.

 

What’s Provided:

Infrastructure & Support

  • Access to paraplanning and administrative support in the splits

  • Cutting-edge client-facing portal and secure document vault

  • Authorisations for multi-jurisdictional advice (UK, US, Middle East)

Culture & Values

  • Independent, directly authorised, and client-first

  • Committed to ethical advice, diversity, and sustainable practices

  • No product bias – full access to the entire market

Global Expertise

  • Deep specialisation in international financial planning

  • Suitable for advisers working with expats, dual citizens, and cross-border families

 

Responsibilities:

  • Deliver holistic financial advice across pensions, investments, tax, estate planning, and protection
  • Build and manage their own client relationships independently

  • Utilise modern financial planning tools including cashflow modelling and risk profiling

  • Work alongside paraplanners and admin staff to ensure a high-quality client journey

  • Maintain compliance with FCA and cross-border regulatory frameworks

 

Requirements:

Minimum Requirements

  • Level 4 Diploma in Financial Advice (e.g., DipPFS or equivalent)

  • Experience as a Financial Adviser

  • An existing client book or strong client acquisition capability

 

Benefits:

  • Industry-leading revenue share model

  • Full control over client relationships and ongoing servicing

  • Admin and paraplanning support to maximise adviser time

  • Inclusive, progressive, and supportive team culture

Reference: 2036 · Posted 1 week ago · Closes 25 Nov 2026 · Listed via Ortus PSR

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Salary £100,000 per annum
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