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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 to Get Your CV Ready to Become a Trainee Adviser (If You’re a Paraplanner)

7 Tips to Get Your CV Ready to Become a Trainee Adviser (If You’re a Paraplanner)

Transitioning from paraplanning into a trainee adviser role is a natural career progression for many in the financial planning profession. As a paraplanner, you already have a strong technical foundat... read more...

Paraplanner
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
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Trainee Financial Advisor

Associate Financial Adviser

Up to £45,000 + Car Allowance & Bonus

Assistant Financial Planner (2-Year Pathway to Financial Planner) – Enderby, Leicester, Leicestershire (East Midlands) – £45,000 + Bonus + Car Allowance Fast-tr

Leicester, East Midlands
Financial Advisor

Financial adviser

Up to £85,000

Financial Planner – HNW Clients | Existing Book | Birmingham-Based IFA Firm We are working in partnership with a well-established, high-net-worth (HNW) focused

Birmingham, West Midlands
IFA Administrator

IFA Administrator

Up to £40,000

Elevate Your Future as an IFA Administrator | Maidenhead Are you ready to step into a role where your expertise isn’t just valued—it’s celebrated? At our client

Maidenhead, Home Counties
Independent Financial Advisor

Financial Adviser

£Self Employed 70% split

Self-Employed Financial Adviser (IFA) — 70% Revenue Share, Full Client Ownership, AI-Powered Scale | London and UK-Flexible Own your client relationships. Keep

City of London, London
Paraplanner

Paraplanner

Up to £42,000

Paraplanner (Hybrid) – Independent Chartered Financial Planners | Up to £42,000 + Bonus | Hessle, Yorkshire Your expertise can change lives. Step into a role wh

Hull, Yorkshire and the Humber
Financial Advisor

Financial Adviser

Up to £70,000

Financial Adviser – HNW Clients | Whole of Market | Culture-Led Firm This independent, values-driven wealth management firm specialises in acquiring IFA practic

Bournemouth, South West England
Financial Advisor

Financial Planner

Up to £65,000

Independent Financial Adviser / Wealth Manager – Chartered Firm | Office-Based | Coventry Join a highly respected Chartered Financial Planning and Employee Bene

Coventry, West Midlands
Financial Advisor

Financial Planner

Up to £75,000

Financial Planner – Chartered Firm | Hybrid | Up to £75,000 + 25% Bonus | Leads Provided Join a highly respected Chartered Financial Planning firm with a reputa

Leicester, East Midlands
Financial Advisor

Financial Planner

Up to £75,000

Financial Planner – Chartered Firm | Hybrid | Up to £75,000 + 25% Bonus | Leads Provided Join a highly respected Chartered Financial Planning firm with a reputa

Inverness, Scotland
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