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Ortus PSR Industry News

Welcome to the Ortus PSR Industry News page, where you can read up on all the latest news and developments from within the recruitment industry. Here, we take a deep dive into sector wide trends, explore the impact these have on the Wealth Management / Financial Planning professions and the broader job market, and give updates on the latest happenings at Ortus PSR and offerings from our business partners.

Soft Sales Skills of top Financial Advisers

Soft Sales Skills of top Financial Advisers

Why Soft Sales Skills Are Your Secret Weapon: Succeeding as a Financial Adviser and Landing the Big Salaries Let’s not beat around the bush. You might have every financial qualification under the sun... read more...

Financial Transparency When Selling Your IFA Business

Financial Transparency When Selling Your IFA Business

Why is Financial Transparency Key to a Successful IFA Business Sale? When selling your IFA business, financial transparency plays a crucial role. Potential buyers will scrutinize your financial heal... read more...

Succession Planning
Is your Team ready for a sale?

Is your Team ready for a sale?

Staffing your IFA firm Let’s dive into another key factor that can significantly impact the value of your business: a stable team. When buyers look at purchasing an IFA business, they aren’t just a... read more...

Succession Planning
Maximise the sales value of your IFA

Maximise the sales value of your IFA

Building a Saleable Business: Key areas of Focus To ensure your practice is appealing to buyers, it's important to focus on the following areas: 1. Structured and Documented Processes Establishing ... read more...

Succession Planning
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Check out our latest Jobs: 

Financial Advisor

Financial Adviser

Up to £70,000 uncapped

Join Our Ambitious Growth Journey as an Employed Financial Adviser Are you ready to elevate your career with a thriving, independent Chartered Financial Practic

Leeds, Yorkshire and the Humber
Financial Advisor

Financial Adviser

Up to £80,000

Financial Planner | Work from Home | Up to £80,000 (D.O.E) + Uncapped Bonus Expert Advice. Personal Service. An existing client base to develop. Are you an expe

Guildford, South East England
Paraplanner

Technical Paraplanner

Up to £55,000

Senior Paraplanner – Mentor, Lead, and Shape the Future of Paraplanning Are you a Senior Paraplanner looking for an opportunity to make a real impact? If you’re

Bromsgrove, West Midlands
Paraplanner

Paraplanner

Up to £45,000

Are you an experienced Paraplanner looking to take your career to the next level? Join a firm that values expertise, innovation, and professional growth. This i

Bromsgrove, West Midlands
Paraplanner

Associate Paraplanner

Up to £40,000

Junior Paraplanner – Elevate Your Career with a Leading Wealth Management Firm Are you completing basic reports and research and looking to level up your career

Bromsgrove, West Midlands
Paraplanner

Paraplanner

£40,000 - £45,000

Looking for a new opportunity as a Paraplanner as you feel undervalues? A leading IFA firm committed to providing comprehensive wealth management solutions to o

Milton Keynes, South East England
Paraplanner

Paraplanner

£35,000 - £45,000

Paraplanner – Play a Key Role in Supporting High-Quality Financial Advice Location: Cambridge Salary: Competitive, with excellent benefits and opportunities for

Cambridge, East England
Financial Advisor

Financial Planner

£60,000 - £90,000

Advance Your Career as a Financial Planner – Join a Team That Values Excellence Location: Cambridge Salary: Highly competitive, with an excellent benefits packa

Cambridge, East England
Paraplanner

Paraplanner

£40000 - £45000

Are you a meticulous Paraplanner who thrives in a high-calibre, client-focused environment? Do you want to work with an award-winning wealth management firm tha

Farnham, South East England
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