Ortus PSR
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
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 & SupportAccess 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)
Independent, directly authorised, and client-first
Committed to ethical advice, diversity, and sustainable practices
No product bias – full access to the entire market
Deep specialisation in international financial planning
Suitable for advisers working with expats, dual citizens, and cross-border families
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
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
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