Ortus PSR are partnered with a highly respected national wealth management business to recruit an ambitious Growth Financial Adviser for their Chelmsford office.
This opportunity is specifically designed for a commercially driven adviser who wants to build a long-term business, grow their own client bank, and significantly increase their earnings within a firm that rewards performance.
The business is looking for an individual with the mindset, energy, and professionalism to actively generate new clients, develop professional introducer relationships, and contribute to the wider growth of the office.
This is not a passive servicing role. It is suited to an adviser who enjoys business development, wants autonomy, and is motivated by building recurring revenue and long-term value.
The Opportunity
You will be responsible for building and growing your own client portfolio through self-generation, networking, professional connections, referrals, and personal business development activity.
The role would suit advisers who:
- Already generate business consistently
- Have an existing portable client bank
- Want to build a long-term advisory business within a larger infrastructure
- Are commercially motivated and growth focused
- Thrive in entrepreneurial environments
The firm places significant importance on culture and attitude. They are looking for a team player who wants to contribute to the wider success of the business, not simply operate independently.
What’s on Offer
- Basic salary between £65,000 – £80,000
- Bonus validation at 1.2x salary
- 35% bonus on initial revenue
- 10% bonus on ongoing recurring revenue
- Uncapped earning potential
- Long-term career progression within a national wealth management business
- Support, infrastructure, and systems to help scale your client base
- Opportunity to build genuine long-term value and recurring income
Important to Know
This is a growth-focused role and advisers will initially be expected to operate without dedicated administrative support while learning the firm’s systems and processes, including Gateway.
The Role
Responsibilities will include:
- Generating new client relationships through proactive business development
- Building strategic introducer relationships with solicitors, accountants, and other professionals
- Growing recurring revenue and assets under management
- Delivering holistic financial planning advice across pensions, investments, protection, and estate planning
- Building a long-term advisory business within the firm
- Contributing positively to office culture and team growth
Candidate Requirements
- Diploma qualified (Level 4 minimum)
- CAS and SPS compliant
- Strong track record of business development and client acquisition
- Ability to generate new revenue consistently
- Entrepreneurial and commercially driven mindset
- Team-oriented attitude with strong cultural fit
- Ambition to build a long-term business and career
This is an excellent opportunity for a motivated adviser who wants genuine earning potential, autonomy, and the chance to build something meaningful within a highly respected wealth management firm.