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Ortus PSR Industry News

Welcome to the Ortus PSR Industry News page, where you can read up on all the latest news and developments from within the recruitment industry. Here, we take a deep dive into sector wide trends, explore the impact these have on the Wealth Management / Financial Planning professions and the broader job market, and give updates on the latest happenings at Ortus PSR and offerings from our business partners.

The Tech Advantage in Financial Services M&A

The Tech Advantage in Financial Services M&A

The Financial Advice Gap: Why Technology Is Now Central to M&A in Financial Services In today’s fast-paced economy, the financial services sector is undergoing profound transformation. One of the mos... read more...

Succession Planning
AI Is Changing Client Advice—Is Your Talent Strategy Keeping Up?

AI Is Changing Client Advice—Is Your Talent Strategy Keeping Up?

How Financial Planning Firms Can Evolve Their Talent Strategy in the Age of AI The recent IFA Magazine article, “Financial planning firms embrace AI for client analysis,” signals a major shift in the... read more...

The IFA Sector’s Biggest Shift in a Decade — And the Leadership Skills That Matter Most

The IFA Sector’s Biggest Shift in a Decade — And the Leadership Skills That Matter Most

Culture, Change & Connection: The Real Differentiators in IFA Leadership Interviews If there’s one consistent theme emerging from interviews for senior managerial roles in the IFA space, it’s this: ... read more...

Interview Success: How to Structure Clear, Confident Answers Every Time

Interview Success: How to Structure Clear, Confident Answers Every Time

How to Structure Interview Answers Like a Pro (With STAR & PREP Techniques) Preparing for an interview can feel overwhelming — tough questions, high pressure, and the expectation to respond quickly a... read more...

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Check out our latest Jobs: 

Paraplanner

Paraplanner

£40,000 - £45,000

Company Overview This is a fantastic opportunity for a Diploma-qualified Paraplanner to advance your career with a well-established, fast-growing financial plan

Bristol, South West England
Financial Advisor

Financial Adviser

£65,000 - £85,000 & OTE £120,000

Overview This is a financial planning firm built around people, not profit. Its mission is to deliver exceptional client outcomes while creating an environment

Hereford, West Midlands
Financial Advisor

Financial Adviser

£60,000 - £80,000 & OTE £120,000 +

We’re partnered with one of the UK’s most respected wealth management businesses to offer an exceptional opportunity for an ambitious Financial Adviser in Brist

Bristol, South West England
Financial Advisor

Financial Adviser

£60000 - £80000

We’re partnered with one of the UK’s most respected wealth management businesses to offer an exceptional opportunity for an ambitious Financial Adviser in Cambr

Cambridge, East England
Financial Advisor

Financial Adviser

£60000 - £80000 & OTE £120,000+

We’re partnered with one of the UK’s most respected wealth management businesses to offer an exceptional opportunity for an ambitious Financial Adviser in Plymo

Plymouth, South West England
Financial Advisor

Financial Adviser

Up to £90,000

Elevate Your Legacy as a Financial Adviser – Join a Trailblazing, Tech-Powered Firm in London and Secure Your Future Today! Are you ready to break away from out

City of London, London
Financial Advisor

Financial Adviser

£60,000 - £80,000 & OTE £120,000 +

We’re partnered with one of the UK’s most respected wealth management businesses to offer an exceptional opportunity for an ambitious Financial Adviser in Dunde

Dundee, Scotland
Financial Advisor

Financial Adviser

£60,000 - £80,000 & OTE £120,000 +

We’re partnered with one of the UK’s most respected wealth management businesses to offer an exceptional opportunity for an ambitious Financial Adviser in Wakef

Wakefield, Yorkshire and the Humber
Financial Advisor

Financial Adviser

£65,000 - £85,000 & OTE £120,000

This is a financial planning firm built around people, not profit. Its mission is to deliver exceptional client outcomes while creating an environment where adv

Oxford, Home Counties
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