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Independent Financial Adviser @ Ortus PSR

GBHybridFull-time
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About this role

Independent Financial Adviser (Self-Employed) – UK-Based | Work from Anywhere | International Advisory Firm

Work Remotely with a Directly Authorised, Cross-Border Wealth Management Firm

Independent Financial Adviser – Self-Employed (UK-Based, Remote)

A well-established, directly authorised wealth management firm is expanding its adviser network across the UK. With permissions to advise clients in the UK, US, and the Middle East, the firm is known for delivering tailored, independent financial advice to high-net-worth individuals, expats, and families with complex financial needs.

The leadership team brings international experience, a strong ethical foundation, and a client-first approach that has driven exceptional client retention and adviser satisfaction. This is a unique opportunity for experienced IFAs who want to operate independently while supported by a premium back-office infrastructure.

UK-wide – remote or hybrid

Self-employed | Full-time or part-time flexibility

No geographic limitations on client acquisition

Revenue Split & Earnings Potential: A transparent and lucrative commission structure rewards success and scale:

60% on revenue up to £100,000

70% on revenue between £100,000 – £200,000

80% on revenue over £200,000

Advisers retain full ownership of their client book, allowing them to build long-term value while earning from day one.

What’s Provided:Infrastructure & Support Access to paraplanning and administrative support in the splits

Cutting-edge client-facing portal and secure document vault

Authorisations for multi-jurisdictional advice (UK, US, Middle East)

Culture & Values Independent, directly authorised, and client-first

Committed to ethical advice, diversity, and sustainable practices

No product bias – full access to the entire market

Global Expertise Deep specialisation in international financial planning

Suitable for advisers working with expats, dual citizens, and cross-border families

Responsibilities: Deliver holistic financial advice across pensions, investments, tax, estate planning, and protection Build and manage their own client relationships independently

Utilise modern financial planning tools including cashflow modelling and risk profiling

Work alongside paraplanners and admin staff to ensure a high-quality client journey

Maintain compliance with FCA and cross-border regulatory frameworks

Requirements:Minimum Requirements Level 4 Diploma in Financial Advice (e.g., DipPFS or equivalent)

Experience as a Financial Adviser

An existing client book or strong client acquisition capability

Benefits: Industry-leading revenue share model

Full control over client relationships and ongoing servicing

Admin and paraplanning support to maximise adviser time

Inclusive, progressive, and supportive team culture

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