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Financial Planner
Ortus PSRCheltenham, United Kingdomfull_timePosted 26 Aug 2026
💰 £160,000/yr(£70,000/yr – £160,000/yr)
About the role
Senior Financial Advisor – Shape the Future of Wealth Management This forward-thinking, IFA firm is on a bold growth trajectory, with a current turnover of 6 million and aspirations to reach 20 million. With approximately 750 million in client assets under management and strategic plans to scale to 2 billion in discretionary assets within 5 years, the firm is building a legacy of excellence, ethics, and innovation. Inherit and manage an existing...
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