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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.

7 Tips for Getting Your CV Ready to Secure the Top Paraplanning Jobs

7 Tips for Getting Your CV Ready to Secure the Top Paraplanning Jobs

7 Tips for Getting Your CV Ready to Secure the Top Paraplanning Jobs The paraplanning job market is competitive, and standing out takes more than just technical knowledge. Your CV is often the first ... read more...

Paraplanner
Soft Sales Skills of top Financial Advisers

Soft Sales Skills of top Financial Advisers

Why Soft Sales Skills Are Your Secret Weapon: Succeeding as a Financial Adviser and Landing the Big Salaries Let’s not beat around the bush. You might have every financial qualification under the sun... read more...

Financial Transparency When Selling Your IFA Business

Financial Transparency When Selling Your IFA Business

Why is Financial Transparency Key to a Successful IFA Business Sale? When selling your IFA business, financial transparency plays a crucial role. Potential buyers will scrutinize your financial heal... read more...

Succession Planning
Is your Team ready for a sale?

Is your Team ready for a sale?

Staffing your IFA firm Let’s dive into another key factor that can significantly impact the value of your business: a stable team. When buyers look at purchasing an IFA business, they aren’t just a... read more...

Succession Planning
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Check out our latest Jobs: 

Financial Advisor

Financial Advisor

£70,000 - £100,000

We’re working with a well-respected and independently owned financial planning business with over 25 years of success. With a newly evolved leadership team and

Oxford, South East England
Paraplanner

Senior Paraplanner

Up to £65,000

A Career-Defining Opportunity This is a rare opportunity for an experienced financial planning professional to step into a high-impact, client-facing role suppo

City of London, London
Paraplanner

Paraplanner

Level 4 Qualified Paraplanner | Up to £45,000 | Hybrid Working (3 Days Office-Based – Chester) Join a fast-growing, highly respected financial planning firm and

Chester, North West England
Paraplanner

Trainee Paraplanner

£25,000 - £35,000

Are you an ambitious and motivated Financial Services Administrator on your journey to being Diploma qualified who’s looking to take the next step in your caree

Birmingham, West Midlands
IFA Administrator

Client Services Administrator

£28,000 - £32,000

Are you a skilled communicator with a knack for troubleshooting and delivering top-notch service? We're seeking a Client Services Administrator to join a dynami

Penarth, Wales
IFA Administrator

IFA Administrator

£25,000 - £30,000

Company Overview: Join a prominent financial services firm in Kidderminster who are dedicated to delivering tailored financial planning and investment managemen

West Midlands
IFA Administrator

IFA Administrator - Hybrid Working

£25000 - £30000

Company Overview: Join a prominent financial services firm in Warwick who are dedicated to delivering tailored financial planning and investment management solu

Warwick, West Midlands
Paraplanner

Paraplanner

Up to £35,000

Are you ready to take the next step in your career? a Leading Wealth Management company is looking for a talented and dedicated Paraplanner to join their Techni

Newcastle, North East England
Paraplanner

Paraplanner

£30,000 - £40,000

About the Company: Join a dynamic and forward-thinking financial planning firm dedicated to providing exceptional service and tailored financial solutions to ou

Chorley, North West England
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