Desk-Based Financial Adviser - Build Client Wealth
Role Description & Technical Scope
Ortus PSR Ltd. is seeking a desk-based Financial Adviser in the UK to provide regulated advice on investments, pensions, protection and tax planning by phone and Teams, supported by a central investment proposition.
You will review clients’ financial circumstances, prepare personalised plans, and build long‑term relationships in a collaborative team that values integrity and continuous development. The role offers a structured environment with ongoing professional development, CPD, and
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Key Details
- Date Posted: 19 Oct 2026
- Location: west of england
- Employment: Permanent
- Workplace: Hybrid
- Domain: Finance
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Ortus PSR Ltd.
Verified Tech EmployerEnterprise technology firm or security consultancy operating across the UK digital defense ecosystem.
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