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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.

Maximise the sales value of your IFA

Maximise the sales value of your IFA

Building a Saleable Business: Key areas of Focus To ensure your practice is appealing to buyers, it's important to focus on the following areas: 1. Structured and Documented Processes Establishing ... read more...

Succession Planning
Thinking of Selling your IFA firm?

Thinking of Selling your IFA firm?

Insights on Preparing for a Successful Exit from Your IFA Practice In our recent conversations with advisers contemplating their exit strategies, we've observed a common theme—many advisers believe ... read more...

Succession Planning
Why IFA Firms Offer Self-Employed Adviser Roles

Why IFA Firms Offer Self-Employed Adviser Roles

Financial services firms offer self-employed adviser roles for several strategic reasons. These roles provide flexibility for both the firm and the adviser, leading to mutually beneficial arrangements... read more...

Self Employed
Unlock Steady Income

Unlock Steady Income

Understanding Draws for Self-Employed Financial Advisers A draw for a self-employed financial adviser refers to a type of financial arrangement where the adviser receives an advance or guaranteed pay... read more...

Self Employed
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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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