Stay ahead with expert insights on financial services recruitment, wealth management trends, IFA careers, and the evolving UK advice landscape — direct from our specialist team.
The definitive guide from OrtusPSR's financial services recruitment specialists. Learn the insider pathways to launching your financial adviser career based on 20+ years of industry expertise. read more...
AI, automation and fintech are rewriting the rules of financial services. M&A is now the fastest route to transformation. Ortus Succession Planning breaks down the key forces, a practical deal framewo... read more...
Are restrictive covenants in your candidates' contracts enforceable? Here's what the courts say — and what you should be asking on every hire. read more...
Thinking about going self-employed as a Financial Adviser? Learn how a draw works, what to expect in years 1–4, and how Ortus PSR can help you make the move read more...
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Paraplanner Bristol, Glasgow Job Title: Paraplanner (Bristol or Glasgow) Reporting to: National Head of Paraplanning Date of Issue: July 2025 This is a great op
Senior Financial Planner Location: London Salary: Highly competitive basic + bonus + substantial long-term financial incentives Opportunity: Genuine independenc
Lead a national team of Independent Financial Advisers at a leading UK wealth management firm. Drive growth, adviser retention and Consumer Duty outcomes. Compe
Technical Paraplanner (Holistic Planning) A growing and highly regarded financial planning firm is seeking an experienced Technical Paraplanner to join its expa
Financial Planner – Taunton Client Bank Opportunity Taunton | Hybrid working | Salary up to circa £80,000 | Existing client revenue opportunities | Bonus above
Swindon | Hybrid working | Salary up to circa £80,000 | Existing client revenue opportunities | Bonus above validation Our client is an established national wea
Paraplanner – Exeter Exeter | £45,000–£50,000 | Hybrid working 2 days from home An established and highly regarded financial planning business is looking to app
Financial Adviser – Inherit £50m Client Book | Arundel | £60k–£85k + Bonus + LTIP A high-growth and well-capitalised wealth management firm is seeking a profess
My client is seeking an accomplished Senior Paraplanner to join its established Financial Planning function in Taunton. This is an excellent opportunity for a t
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